Wealth Advisor Development Program

Bank of America; Indio (CA); On-site; USD 74,000 - 85,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Merrill Wealth Management invites experienced professionals to join the Advisor Development Program in the United States. You will work with high-net-worth clients in a Merrill branch, identifying needs, building relationships, reviewing investment goals, and preparing tailored recommendations to grow a sustainable book of business.

The role emphasizes leveraging technology, profiling client resources, and supporting advisors' career progression within the bank.

Qualifications

• FINRA SIE is required.
• 4+ years of progressive professional and/or military experience.
• 2+ years of experience in the investment industry.
• Ability to obtain Series 7 and 66 licenses within the program time.
• Self-starter with strong time-management and goal-setting.
• Strong relationship-building and communication skills.
• Ability to navigate a fast-paced environment with regulatory diligence.

Responsibilities

• Learn to provide tailored and personalized advice to clients, including reviews and presentations.
• Understand client solutions suited for financial goals, including core Banking and Investment/Life Priority™ solutions.
• Shadow Financial Advisor teams to grow the network and promote portfolio growth.
• Leverage available resources and technologies to optimize the customer experience and accuracy.
• Participate in ongoing training to develop a book of business and meet financial targets.
• Build relationships with internal service providers based on client needs and asset thresholds.
• Manage risk proactively in all business activities.

Skills

Account Management

Client Management

Relationship Building

Advisory

Sales Performance Management

Prospecting

Client Investments Management

Pipeline Management

Education

Bachelor's Degree

Job description

Merrill Wealth Management invites experienced professionals to join the Advisor Development Program in the United States. You will work with high-net-worth clients in a Merrill branch, identifying needs, building relationships, reviewing investment goals, and preparing tailored recommendations to grow a sustainable book of business.

The role emphasizes leveraging technology, profiling client resources, and supporting advisors' career progression within the bank.