Wealth Advisor Development Program

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

Job summary

Bank of America’s Merrill Advisor Development Program offers a clear path to becoming a Financial Advisor, working with high-net-worth clients, identifying needs, reviewing goals, and delivering comprehensive recommendations aligned with client objectives.

You’ll be mentored by Merrill Financial Advisor Teams to build experience, grow portfolio opportunities, and collaborate with core banking and investment partners to serve clients end-to-end.

Qualifications

• Currently holds Series 7 and 66 (or the equivalent 63 and 65 in lieu of 66) licenses
• 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
• Goal and results oriented with strong follow-through skills
• Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking
• Ability to work in an environment where the majority of your compensation is tied to your performance
• Possess computer/technical literacy and is proficient in Microsoft Word, PowerPoint, and Excel

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

Portfolio Analysis

Risk Management

Active Listening

Client Solutions

Emotional Intelligence

Referral Management

Trading

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor's degree

Job description

Bank of America’s Merrill Advisor Development Program offers a clear path to becoming a Financial Advisor, working with high-net-worth clients, identifying needs, reviewing goals, and delivering comprehensive recommendations aligned with client objectives.

You’ll be mentored by Merrill Financial Advisor Teams to build experience, grow portfolio opportunities, and collaborate with core banking and investment partners to serve clients end-to-end.