Wealth Advisor Development Program

Bank of America; Greenville (NC); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

Formulaic incentive plan

Job summary

Bank of America’s Merrill Wealth Management is hiring for the Advisor Development Program – Financial Advisor. In this role you will build relationships with high-net-worth clients, develop a book of business, and deliver comprehensive investment recommendations aligned with client goals.

You’ll work with Merrill advisor teams, complete required training, and grow through mentoring and collaboration with banking and investment partners. Office-based with role-specific attendance.

Qualifications

• Currently holds Series 7 & 66 licenses (63/65 in lieu of 66).
• Minimum of one year experience in financial services or a sales-driven environment with targets met.
• Experience in investments industry with training and knowledge of investment products and services.
• Proven ability to engage with and influence others.
• Strong interpersonal and relationship-building skills.
• Ability to source clients through prospecting and networking.

Responsibilities

• Handle inbound inquiries from leads regarding Merrill offerings.
• Position the extensive capabilities of Merrill and Bank of America.
• Collect the necessary client profile data, following standard KYC procedures to open accounts.
• Serve as interim Financial Advisor, providing recommendations of investments suitable for prospects and clients.
• Document all client interactions and opportunities within Salesforce accurately.
• Collaborate with Merrill Advisor Teams and core banking partners.

Skills

Business Acumen

Business Development

Oral Communications

Prospecting

Wealth Planning

Analytical Thinking

Client Experience Branding

Client Investments Management

Portfolio Analysis

Risk Management

Active Listening

Client Solutions Advisory

Emotional Intelligence

Referral Management

Trading

Education

Bachelor’s degree

Tools

Salesforce

Microsoft Word

PowerPoint

Excel

Job description

Bank of America’s Merrill Wealth Management is hiring for the Advisor Development Program – Financial Advisor. In this role you will build relationships with high-net-worth clients, develop a book of business, and deliver comprehensive investment recommendations aligned with client goals.

You’ll work with Merrill advisor teams, complete required training, and grow through mentoring and collaboration with banking and investment partners. Office-based with role-specific attendance.