Wealth Advisor Development Program

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

Benefits offered by this job

Industry-leading benefits

Paid time off

Training and coaching

Job summary

Merrill Advisor Development Program at Bank of America is seeking individuals to build relationships with high-net-worth clients, identify needs, and deliver comprehensive investment recommendations aligned with client goals. You will work with Merrill Advisor Teams to develop experience and grow your book of business.

Responsibilities include handling inquiries, presenting Merrill/BoA capabilities, collecting client data, and documenting interactions for ongoing client management.

Qualifications

• Proven ability to engage with and influence others.
• Exceptional interpersonal and relationship building skills.
• Effective communication skills (written and verbal).
• Proven ability to assess needs and recommend solutions.
• Ability to work in a team and with partners.

Responsibilities

• Handles inbound inquiries regarding Merrill offerings.
• Positions Merrill and Bank of America capabilities to clients.
• Collects client profile data following KYC to open accounts.
• Serves as interim Financial Advisor, recommending suitable investments.
• Documents client interactions in Salesforce with accuracy.

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

Education

Bachelor's degree

High School Diploma / GED / Secondary School or equivalent

Job description

Merrill Advisor Development Program at Bank of America is seeking individuals to build relationships with high-net-worth clients, identify needs, and deliver comprehensive investment recommendations aligned with client goals. You will work with Merrill Advisor Teams to develop experience and grow your book of business.

Responsibilities include handling inquiries, presenting Merrill/BoA capabilities, collecting client data, and documenting interactions for ongoing client management.