Wealth Advisor Development Program

Bank of America; United States; On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America seeks a Financial Advisor for its Merrill Advisor Development Program, focusing on high-net-worth individuals. The role involves developing client relationships, assessing their financial goals, and providing tailored investment recommendations.

Candidates must hold necessary licenses and have a minimum of one year’s experience in financial services. Strong interpersonal skills and the ability to deliver customized solutions are essential. This is a full-time position with opportunities for growth.

Qualifications

• Currently holds Series7 & 66 (or 63 & 65 in lieu of 66) licenses.
• Minimum one year experience in the financial services industry.
• Proven ability to engage with and influence others.

Responsibilities

• Develop a book of business to meet performance hurdles.
• Prioritize sourcing prospective clients and execute highly customized solutions.
• Recommend investment products based on objectives and preferences.

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 financial services sales experience

Tools

Salesforce

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

Bank of America seeks a Financial Advisor for its Merrill Advisor Development Program, focusing on high-net-worth individuals. The role involves developing client relationships, assessing their financial goals, and providing tailored investment recommendations.

Candidates must hold necessary licenses and have a minimum of one year’s experience in financial services. Strong interpersonal skills and the ability to deliver customized solutions are essential. This is a full-time position with opportunities for growth.