Wealth Advisor Development Program

Bank of America; Latham (NY); On-site; USD 70,000 - 100,000; Full time

Job summary

Bank of America’s Merrill Wealth Management is seeking candidates for the Advisor Development Program - Financial Advisor. You will identify client needs, build relationships with high-net-worth individuals, and deliver comprehensive recommendations aligned to goals, under mentorship from Merrill teams.

This role emphasizes in-office collaboration, training and ongoing certifications, with performance-based compensation.

Qualifications

• Requires Series 7 & 66 licenses.
• At least 1 year of experience in financial services or a sales environment with quota.
• Investment products and services knowledge in the investments industry.
• Proven ability to engage with and influence others.
• Strong communication and interpersonal skills with credibility-building ability.

Responsibilities

• Handles inbound inquiries regarding Merrill offerings.
• Position Merrill and Bank of America capabilities to clients.
• Collects client profile data using KYC procedures to open accounts.
• Serves as interim Financial Advisor, recommending suitable investments.
• Documents all client interactions in Salesforce.

Skills

Series 7 licenses

Series 66 licenses

Series 63/65 in lieu of 66

Financial services experience

Relationship building

Education

Bachelor’s degree

Tools

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

Bank of America’s Merrill Wealth Management is seeking candidates for the Advisor Development Program - Financial Advisor. You will identify client needs, build relationships with high-net-worth individuals, and deliver comprehensive recommendations aligned to goals, under mentorship from Merrill teams.

This role emphasizes in-office collaboration, training and ongoing certifications, with performance-based compensation.