Wealth Advisor Development Program

Bank of America; New York (NY); On-site; USD 85,000 - 110,000; Full time

Job summary

Merrill Wealth Management, part of Bank of America, seeks a Financial Advisor through its Advisor Development Program in New York. You will work with high-net-worth individuals, identify needs, and deliver comprehensive recommendations.

You’ll be mentored by Merrill teams to build experience and promote portfolio growth. The role emphasizes building a book of business, prospecting, and collaborating with internal specialists to meet client goals.

Qualifications

• Current holders of Series 7 and 66 licenses (or 63/65 in lieu).
• Minimum of one year in financial services or sales with goals met.
• Investments industry knowledge and product familiarity.
• Proven ability to engage, influence, and build trust.
• Strong interpersonal and relationship-building skills.
• Effective written and verbal communication; credible presentation.
• Ability to source clients through prospecting and networking.
• Team-oriented with collaborative mindset.

Responsibilities

• Handle inbound inquiries regarding Merrill offerings.
• Position Merrill and Bank of America capabilities to clients.
• Collect client profile data and perform KYC to open accounts.
• Serve as interim Financial Advisor with tailored recommendations.
• Document client interactions in Salesforce accurately.

Skills

Series 7 & 66 licenses

Sales experience

Interpersonal skills

Written & verbal communication

Team collaboration

Active listening

Entrepreneurial mindset

Prospecting

Trading

Computer literacy

Microsoft Word, PowerPoint, Excel

Education

Bachelor’s degree

Tools

Salesforce

Job description

Merrill Wealth Management, part of Bank of America, seeks a Financial Advisor through its Advisor Development Program in New York. You will work with high-net-worth individuals, identify needs, and deliver comprehensive recommendations.

You’ll be mentored by Merrill teams to build experience and promote portfolio growth. The role emphasizes building a book of business, prospecting, and collaborating with internal specialists to meet client goals.