Wealth Advisor Development Program

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

Benefits offered by this job

Industry-leading benefits

Paid time off

Resources for well-being

Job summary

Bank of America is seeking a Financial Advisor for the Merrill Advisor Development Program. This role involves building relationships with high-net-worth clients, reviewing their financial goals, and delivering tailored investment recommendations.

Candidates should have a minimum of one year in financial services, hold the required Series 7 & 66 licenses, and possess exceptional interpersonal skills. The position offers a competitive salary between $80,000 and $90,000 annually with benefits, and a supportive work environment.

Qualifications

• Current Series 7 & 66 licenses.
• Minimum of one year experience in financial services or sales.
• In-depth knowledge of investment products and services.

Responsibilities

• Develop a book of business to exceed performance hurdles.
• Prioritize sourcing clients and referring them to specialists.
• Deliver customized investment solutions based on client needs.

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

Microsoft Word

PowerPoint

Excel

Job description

Bank of America is seeking a Financial Advisor for the Merrill Advisor Development Program. This role involves building relationships with high-net-worth clients, reviewing their financial goals, and delivering tailored investment recommendations.

Candidates should have a minimum of one year in financial services, hold the required Series 7 & 66 licenses, and possess exceptional interpersonal skills. The position offers a competitive salary between $80,000 and $90,000 annually with benefits, and a supportive work environment.