Wealth Advisor Development Program

Bank of America; Town of Riverhead (NY); On-site; USD 65,000 - 100,000; Full time

Job summary

Bank of America’s Merrill Wealth Management is seeking a Merrill Advisor Development Program participant to work with high-net-worth individuals, identify needs, and deliver comprehensive recommendations aligned with clients’ goals. You will collaborate with Merrill teams to build experience and promote portfolio growth.

The role involves building a book of business, sourcing clients through referrals and networking, and balancing growth with compliance and client service.

Qualifications

• Series 7 & 66 licenses required.
• Minimum 1 year experience in financial services or sales.
• Investment products knowledge and training.
• Strong interpersonal and relationship-building skills.
• Proven ability to source clients through prospecting and networking.

Responsibilities

• Handle inbound inquiries from leads regarding Merrill offerings.
• Position the capabilities of Merrill and Bank of America.
• Collect necessary client profile data following standard KYC procedures to open accounts as appropriate.
• Serve as interim Financial Advisor with recommendations for prospects and clients based on objectives and risk profile.
• Document all client interactions and opportunities within Salesforce.

Skills

Relationship building

Prospecting

Client communication

Sales skills

KYC procedures

Team collaboration

Time management

Negotiation

Education

Bachelor's degree

Tools

Salesforce

Microsoft Office

Job description

Bank of America’s Merrill Wealth Management is seeking a Merrill Advisor Development Program participant to work with high-net-worth individuals, identify needs, and deliver comprehensive recommendations aligned with clients’ goals. You will collaborate with Merrill teams to build experience and promote portfolio growth.

The role involves building a book of business, sourcing clients through referrals and networking, and balancing growth with compliance and client service.