Wealth Advisor Development Program

Bank of America; Pasadena (CA); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

Formulaic incentive plan

Benefits eligible

Job summary

Bank of America’s Merrill Wealth Management is hiring a Financial Advisor through the Advisor Development Program. You will work with high-net-worth clients, identify needs, and deliver comprehensive investment recommendations aligned with their goals.

The role requires Series 7 and 66 (or 63/65) licenses, a track record in investments or financial services, and the ability to build relationships with clients and partners.

Qualifications

• Currently holds Series 7 and 66 licenses (or the equivalent 63/65 in lieu of 66).
• Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
• Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Proven ability to engage with and influence others.
• Exceptional interpersonal and relationship building skills with a proven ability to quickly build trust and credibility.
• Effective communication skills (written and verbal).
• Proven ability to listen and probe for clarity and understanding; assess needs; and recommend appropriate solutions/interventions.
• Proven ability to work collaboratively on a team and with key partners.

Responsibilities

• Handles inbound inquiries from leads regarding Merrill offerings
• Positions the extensive capabilities of Merrill and Bank of America
• Collects the necessary client profile data, following standard KYC procedures to open account(s) as appropriate
• Serves as interim Financial Advisor, providing recommendation of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences as well as servicing client accounts
• Documents all client interactions and opportunities within Salesforce accurately

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

Bachelor's degree in Finance or related field

High School Diploma / GED

Job description

Bank of America’s Merrill Wealth Management is hiring a Financial Advisor through the Advisor Development Program. You will work with high-net-worth clients, identify needs, and deliver comprehensive investment recommendations aligned with their goals.

The role requires Series 7 and 66 (or 63/65) licenses, a track record in investments or financial services, and the ability to build relationships with clients and partners.