Wealth Advisor Development Program

Bank of America; Upper St. Clair (Allegheny County); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Comprehensive training and onboarding

Career development opportunities

Job summary

Bank of America is seeking candidates for the Merrill Advisor Development Program, focusing on high-net-worth individuals. As a Financial Advisor, you will identify client needs, develop relationships, and provide tailored investment recommendations.

The role emphasizes collaboration and professional development, supported by world-class training programs. Ideal candidates will have at least one year of experience in financial services or sales, along with the necessary licenses.

Qualifications

• Currently holds Series 7 & 66 (or Series 63 & 65 in lieu of 66).
• Minimum of one year experience in the financial services industry.
• Proven ability to engage and influence others.

Responsibilities

• Develop a book of business to meet established performance hurdles.
• Prioritize sourcing prospective clients through referrals.
• Recommend investment products suitable for client objectives.

Skills

Business development

Client solutions advisory

Analytical thinking

Prospecting

Education

Bachelor’s degree

Tools

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

Bank of America is seeking candidates for the Merrill Advisor Development Program, focusing on high-net-worth individuals. As a Financial Advisor, you will identify client needs, develop relationships, and provide tailored investment recommendations.

The role emphasizes collaboration and professional development, supported by world-class training programs. Ideal candidates will have at least one year of experience in financial services or sales, along with the necessary licenses.