Wealth Advisor Development Program

Bank of America Corporation; Pasadena (CA); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

World-class training

One-on-one coaching

Structured career development

End-to-end financial advisory exposure

Collaboration with banking and wealth-

Access to Merrill and Bank of America'

Job summary

Merrill Advisor Development Program at Bank of America is seeking ambitious individuals to grow a client base among high-net-worth prospects. You will leverage Merrill and Bank of America resources to develop tailored investment strategies, while maintaining strong client relationships and regulatory compliance.

The role emphasizes proactive business development, effective client communication, and collaboration with banking and investment partners to offer comprehensive financial guidance.

Qualifications

• Requires Series 7 and 66 licenses (or the equivalent 63 and 65).
• Minimum of one year in the investments industry with product knowledge.
• Minimum of one year in financial services or a sales environment with goals.
• Proven ability to engage with and influence others.
• Excellent interpersonal and relationship building skills.
• Strong written and verbal communication.
• Proven ability to source clients through prospecting and networking.
• Experience collaborating with partners to deliver solutions.

Responsibilities

• Handle inbound inquiries regarding Merrill offerings.
• Position Merrill and Bank of America capabilities to clients.
• Collect client profile data following KYC to open accounts.
• Serve as interim Financial Advisor, recommending suitable investment products.
• Document all client interactions 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 / GED

Tools

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

Merrill Advisor Development Program at Bank of America is seeking ambitious individuals to grow a client base among high-net-worth prospects. You will leverage Merrill and Bank of America resources to develop tailored investment strategies, while maintaining strong client relationships and regulatory compliance.

The role emphasizes proactive business development, effective client communication, and collaboration with banking and investment partners to offer comprehensive financial guidance.