Wealth Advisor Development Program

Bank of America Corporation; Poughkeepsie (AR); On-site; USD 80,000 - 90,000; Full time

Job summary

Bank of America Corporation is recruiting for the Merrill Advisor Development Program - Financial Advisor. You will work with high-net-worth individuals, identify needs, and deliver comprehensive investment guidance aligned with client goals.

You will collaborate with Merrill Advisor Teams to grow your book, receive training, and progressively assume advisory duties while focusing on long-term client relationships.

Qualifications

• Current Series 7 & 66 licenses (63 & 65 in lieu of 66)
• Minimum of one year in financial services or a sales environment with targets met
• Experience in the investments industry with knowledge of investment products and services
• Proven ability to engage with and influence others
• Excellent interpersonal and communication skills

Responsibilities

• Handle inbound inquiries regarding Merrill offerings
• Position Merrill and Bank of America capabilities
• Collect client profile data and open accounts following KYC procedures
• Serve as interim Financial Advisor with investment recommendations for prospects and clients
• 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

Bachelor’s degree

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America Corporation is recruiting for the Merrill Advisor Development Program - Financial Advisor. You will work with high-net-worth individuals, identify needs, and deliver comprehensive investment guidance aligned with client goals.

You will collaborate with Merrill Advisor Teams to grow your book, receive training, and progressively assume advisory duties while focusing on long-term client relationships.