Wealth Advisor Development Program

Bank of America; Fort Lauderdale (FL); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Training program

Coaching

Career development

Benefits package

Job summary

Bank of America seeks a Merrill Advisor Development Program - Financial Advisor to work with high-net-worth clients, identifying needs, building relationships, reviewing financial goals, and delivering comprehensive recommendations aligned with client objectives.

You will collaborate with Merrill Advisor Teams to grow your book, receive award-winning training from the Academy at Bank of America, and develop a consultative approach to provide end-to-end advice as you advance in a structured

Qualifications

• Current Series 7 and 66 licenses (or 63/65 in lieu).
• Minimum one year in financial services or sales achieving goals.
• Experience in investments products and services.

Responsibilities

• Handle inbound inquiries regarding Merrill offerings.
• Position Merrill/Bank of America capabilities to clients.
• Collect client profile data following KYC.
• Provide investment recommendations based on objectives and risk.
• Document client interactions in Salesforce.

Skills

Series 7 & 66 licenses

Financial services sales

Investment knowledge

Interpersonal skills

Communication skills

Goal-oriented

Education

Bachelor’s degree

Tools

Microsoft Office

Salesforce

Job description

Bank of America seeks a Merrill Advisor Development Program - Financial Advisor to work with high-net-worth clients, identifying needs, building relationships, reviewing financial goals, and delivering comprehensive recommendations aligned with client objectives.

You will collaborate with Merrill Advisor Teams to grow your book, receive award-winning training from the Academy at Bank of America, and develop a consultative approach to provide end-to-end advice as you advance in a structured