Wealth Advisor Development Program

Bank of America Corporation; Lake Charles (LA); On-site; USD 70,000 - 120,000; Full time

Job summary

Bank of America Corporation's Merrill Wealth Management division invites you to join the Advisor Development Program, designed for individuals transitioning to a Financial Advisor career and serving high-net-worth clients. You will identify needs, build relationships, review investment goals, and prepare recommendations.

Leverage Merrill's investment insights with the banking convenience of Bank of America to grow client assets.

Qualifications

• Current hold Series 7 and 66 licenses (or 63 and 65 in lieu)
• Minimum of one year of experience in the investments industry
• Minimum of one year of experience in financial services and/or a sales environment with goals
• Proven ability to engage with and influence others
• Excellent interpersonal and relationship-building skills with a proven ability to build trust
• Effective written and verbal communication skills
• Proven ability to listen, probe, and assess client needs
• Ability to work collaboratively on a team and with key partners
• Entrepreneurial mindset with proven prospecting and networking abilities
• Proficient in Microsoft Word, PowerPoint, and Excel

Responsibilities

• Handles inbound inquiries from leads regarding Merrill offering
• Positions the extensive capabilities of Merrill and Bank of America
• Collects client profile data following KYC procedures to open accounts as appropriate
• Serves as interim Financial Advisor, recommending suitable investment products and services
• Documents all client interactions and opportunities in Salesforce accurately

Skills

Interpersonal skills

Relationship building

Communication skills

Prospecting

Analytical thinking

Client solutions advisory

Active listening

Team collaboration

Willingness to perform under targets

Tech literacy (MS Office)

Education

Bachelor's degree

High School Diploma or GED

Tools

Salesforce

Microsoft Word

PowerPoint

Excel

Job description

Bank of America Corporation's Merrill Wealth Management division invites you to join the Advisor Development Program, designed for individuals transitioning to a Financial Advisor career and serving high-net-worth clients. You will identify needs, build relationships, review investment goals, and prepare recommendations.

Leverage Merrill's investment insights with the banking convenience of Bank of America to grow client assets.