Wealth Advisor – Development Program

Bank of America Corporation; New York (NY); On-site; USD 80,000 - 90,000; Full time

Job summary

Bank of America’s Merrill Wealth Management is hiring for the Advisor Development Program—Financial Advisor-Partially Registered—in a US branch. You will develop a book of business, source clients, and tailor investment solutions while partnering with management.

The program trains you with Bank of America's Academy, enables ongoing licensing (Series 7/66) and compliance training, and prepares you to serve high-net-worth clients with personalized financial advice.

Qualifications

• FINRA SIE currently held.
• 4+ years progressive professional or military experience.
• 2+ years experience in investments industry.
• Ability to obtain Series 7 and 66 licenses within program time.
• Self-starter with time-management and goal orientation.
• Strong relationship-building and collaboration with others.
• Effective communicator confident with clients.
• Works well in fast-paced environments.

Responsibilities

• Develop a book of business to meet/exceed performance hurdles.
• Source prospective clients and leverage referrals to grow business.
• Recommend investment products aligned with client objectives and risk profile.
• Balance growth, referrals, and client follow-up with personal development.
• Organize resources to run a productive practice and coordinate with specialists.
• Maintain regulatory due diligence and compliance in daily activities.

Skills

Account Management

Client Investments Management

Client Solutions Advisory

Relationship Building

Business Development

Sales Performance Management

Education

Bachelor's Degree

Job description

Bank of America’s Merrill Wealth Management is hiring for the Advisor Development Program—Financial Advisor-Partially Registered—in a US branch. You will develop a book of business, source clients, and tailor investment solutions while partnering with management.

The program trains you with Bank of America's Academy, enables ongoing licensing (Series 7/66) and compliance training, and prepares you to serve high-net-worth clients with personalized financial advice.