Wealth Advisor Development Program

National Black MBA Association; United States; On-site; USD 60,000 - 85,000; Full time

Job summary

Bank of America in the United States seeks candidates for the Merrill Advisor Development Program - Financial Advisor to work with high-net-worth individuals, identifying needs, building relationships, and delivering tailored recommendations aligned with clients' goals.

You will be mentored by Merrill Financial Advisor Teams, participate in formal training, and develop a productive practice through performance-based compensation and ongoing development opportunities.

Qualifications

• Current Series 7 & 66 licenses (63 & 65 in lieu of 66).
• Minimum of one year experience in the financial services industry and/or a sales environment where goals were met.
• Minimum of one year experience in the investments industry with investment training and knowledge.
• Proven ability to engage with and influence others.
• Exceptional interpersonal and relationship-building skills.
• Effective written and verbal communication with ability to build trust.
• Proven ability to assess needs and recommend solutions.
• Ability to work collaboratively on a team and with key partners.
• Proven ability to listen and probe for clarity and understanding.
• Goal and results oriented.
• Entrepreneurial mindset with ability to source clients via prospecting and networking.
• Ability to work in a performance-based compensation environment.
• Strong follow-through.
• Computer literacy in Word, PowerPoint, Excel.

Responsibilities

• Handles inbound inquiries from leads regarding Merrill offerings.
• Positions the capabilities of Merrill and Bank of America.
• Collects client profile data following KYC procedures to open accounts as appropriate.
• Serves as interim Financial Advisor, recommending investments suitable for prospects and clients.
• Documents all client interactions and opportunities in Salesforce.

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

Tools

Salesforce

Job description

Bank of America in the United States seeks candidates for the Merrill Advisor Development Program - Financial Advisor to work with high-net-worth individuals, identifying needs, building relationships, and delivering tailored recommendations aligned with clients' goals.

You will be mentored by Merrill Financial Advisor Teams, participate in formal training, and develop a productive practice through performance-based compensation and ongoing development opportunities.