Wealth Advisor Development Program

Bank of America

Palo Alto, Northern (CA, KY)

Hybrid

USD 80,000 - 90,000

Full time

7 days ago

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Job summary

Bank of America’s Merrill Wealth Management seeks a candidate for the Advisor Development Program to transition into a Financial Advisor role. You will work with high-net-worth clients, identify needs, review goals, and prepare recommendations, while leveraging technology to grow the business and serving clients with a consultative approach.

The role emphasizes training, coaching from the Academy, and collaboration with banking and investment partners to meet client needs and ensure growth and

Qualifications

Currently holds Series 7 and 66 licenses (or 63/65 in lieu of 66).
Minimum 1 year in investments industry with product knowledge.
Experience in financial services or sales with meeting/exceeding goals.
Strong relationship-building and communication skills.

Responsibilities

Handle inbound inquiries regarding Merrill offerings.
Position Merrill and Bank of America capabilities for clients.
Collect client data following KYC to open accounts as appropriate.
Provide investment recommendations and service client accounts.
Document interactions and opportunities 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

High School Diploma

Bachelor's degree

Job description

The role emphasizes training, coaching from the Academy, and collaboration with banking and investment partners to meet client needs and ensure growth and

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