Wealth Advisor Development Program

Bank of America Corporation; Lake Oswego (OR); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

On-site work environment

Job summary

Bank of America Corporation's Merrill Wealth Management Advisor Development Program is seeking candidates to build relationships with high-net-worth clients, assess investment goals, and prepare tailored recommendations. The role emphasizes leveraging Merrill and Bank of America's capabilities while maintaining regulatory and privacy standards.

Candidates should hold Series 7 and 66 (or 63/65 as substitute) licenses, with at least one year in investments or financial services sales, and strong

Qualifications

• Currently holds Series 7 and 66 licenses or the equivalent (63/65)
• Minimum of one year in investments industry or financial services sales
• Experience engaging with clients and meeting sales goals
• Strong interpersonal and relationship-building skills with proven trust-building ability
• Excellent written and verbal communication; active listening and needs assessment skills
• Ability to work collaboratively in a team and with key partners
• Entrepreneurial mindset with ability to source clients via prospecting and networking
• Proficiency with Microsoft Word, PowerPoint, and Excel

Responsibilities

• Handle inbound inquiries from leads about Merrill offerings
• Position Merrill and Bank of America capabilities to clients/prospects
• Collect client profile data and perform KYC to open accounts
• Serve as interim Financial Advisor and recommend suitable investments
• Document client interactions accurately in Salesforce

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

High School Diploma / GED

Tools

Job description

Bank of America Corporation's Merrill Wealth Management Advisor Development Program is seeking candidates to build relationships with high-net-worth clients, assess investment goals, and prepare tailored recommendations. The role emphasizes leveraging Merrill and Bank of America's capabilities while maintaining regulatory and privacy standards.

Candidates should hold Series 7 and 66 (or 63/65 as substitute) licenses, with at least one year in investments or financial services sales, and strong