Wealth Advisor Development Program

Bank of America; Mount Laurel Township (NJ); On-site; USD 65,000 - 90,000; Full time

Job summary

Bank of America through Merrill Wealth Management is actively seeking candidates for the Advisor Development Program - Financial Advisor. You will work with high-net-worth clients to understand needs, develop relationships, review goals, and deliver tailored investment guidance within a collaborative advisory team.

The program emphasizes training, mentorship, and hands-on experience, preparing you to build a scalable practice across banking and investment partnerships while maintaining a strong

Qualifications

• Currently holds Series 7 & 66 licenses (63 & 65 in lieu of 66).
• Minimum of one year experience in financial services or a sales environment with goals met.
• Minimum of one year experience in the investments industry and investment product knowledge.
• Proven ability to engage with and influence others.
• Strong communication and relationship-building skills.

Responsibilities

• Handles inbound inquiries from leads regarding Merrill offerings and positions Merrill/Bank capabilities.
• Collects required client profile data following KYC to open accounts where appropriate.
• Serves as interim Financial Advisor, recommending suitable investments based on objectives and time horizons.
• Documents all client interactions and opportunities within Salesforce with accuracy.

Skills

Series 7 & 66 licenses

Sales excellence

Interpersonal skills

Communication skills

Client relationship building

Prospecting

Analytical thinking

Education

Bachelor’s degree

Tools

Salesforce

Microsoft Word

PowerPoint

Excel

Job description

Bank of America through Merrill Wealth Management is actively seeking candidates for the Advisor Development Program - Financial Advisor. You will work with high-net-worth clients to understand needs, develop relationships, review goals, and deliver tailored investment guidance within a collaborative advisory team.

The program emphasizes training, mentorship, and hands-on experience, preparing you to build a scalable practice across banking and investment partnerships while maintaining a strong