Wealth Advisor Development Program
Bank of America
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Job summary
Bank of America seeks a Financial Advisor for its Merrill Advisor Development Program in Pittsburgh, PA. This role involves working with high‑net‑worth individuals, developing relationships, and providing comprehensive investment advice.
Candidates should possess Series 7 & 66 licenses, with at least one year of relevant experience in the financial services sector. Strong communication and relationship‑building skills are essential, along with a drive for performance.
The position offers 40 hours per week in a supportive environment with significant potential for client engagement.
Qualifications
- Currently holds Series7 & 66 (or 63 & 65 in lieu of 66) licenses.
- Minimum one year experience in the financial services industry and/or a sales environment.
- Proven ability to engage with and influence others.
Responsibilities
- Develop a book of business to meet and exceed performance hurdles.
- Prioritize sourcing prospective clients and assess customer needs.
- Recommend investment products and services based on client objectives.
Skills
Education
Tools
Job description
Bank of America seeks a Financial Advisor for its Merrill Advisor Development Program in Pittsburgh, PA. This role involves working with high‑net‑worth individuals, developing relationships, and providing comprehensive investment advice.
Candidates should possess Series 7 & 66 licenses, with at least one year of relevant experience in the financial services sector. Strong communication and relationship‑building skills are essential, along with a drive for performance.
The position offers 40 hours per week in a supportive environment with significant potential for client engagement.
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