Wealth Advisor Development Program

Bank of America; Farmington (CT); On-site; USD 80,000 - 120,000; Full time

Job summary

Bank of America’s Merrill Wealth Management division is seeking a Financial Advisor within the Advisor Development Program to serve high‑net‑worth clients, identify needs, and deliver tailored investment guidance. You will be mentored by Merrill teams to promote portfolio growth and build a successful practice.

Responsibilities include handling inbound inquiries, presenting Merrill and Bank of America capabilities, collecting client data per KYC, recommending investments, and documenting all

Qualifications

• Currently holds Series 7 & 66 licenses or 63 & 65 in lieu of 66.

Responsibilities

• Handle inbound inquiries from leads regarding Merrill offerings.
• Position the extensive capabilities of Merrill and Bank of America.
• Collect client profile data following KYC procedures to open accounts as appropriate.
• Act as interim Financial Advisor, recommending suitable investment products based on client objectives.
• Document all client interactions and opportunities within Salesforce accurately.

Skills

Business Acumen

Prospecting

Wealth Planning

Analytical Thinking

Client Experience Branding

Client Investments Management

Portfolio Analysis

Risk Management

Active Listening

Trading

Education

Bachelor’s degree

Tools

Microsoft Word

PowerPoint

Excel

Job description

Bank of America’s Merrill Wealth Management division is seeking a Financial Advisor within the Advisor Development Program to serve high‑net‑worth clients, identify needs, and deliver tailored investment guidance. You will be mentored by Merrill teams to promote portfolio growth and build a successful practice.

Responsibilities include handling inbound inquiries, presenting Merrill and Bank of America capabilities, collecting client data per KYC, recommending investments, and documenting all