Wealth Advisor Development Program

Bank of America; Provo (UT); On-site; USD 60,000 - 85,000; Full time

Job summary

Bank of America is looking for a Financial Advisor to join the Merrill Advisor Development Program. This role involves working with high-net-worth individuals to develop relationships, identify their needs, and provide tailored investment recommendations. You will be mentored by experienced teams, focusing on portfolio growth and client service excellence.

Ideal candidates should hold relevant licenses, have a year of experience in financial services, and possess strong interpersonal and communication skills.

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 with proven goal attainment.
• Ability to engage with and influence others.

Responsibilities

• Develop a book of business to meet and exceed performance hurdles.
• Prioritize sourcing prospective clients and execute highly customized solutions.
• Document 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 or equivalent experience

Tools

Salesforce

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

Bank of America is looking for a Financial Advisor to join the Merrill Advisor Development Program. This role involves working with high-net-worth individuals to develop relationships, identify their needs, and provide tailored investment recommendations. You will be mentored by experienced teams, focusing on portfolio growth and client service excellence.

Ideal candidates should hold relevant licenses, have a year of experience in financial services, and possess strong interpersonal and communication skills.