Wealth Advisor Development Program

Bank of America; Vancouver (WA); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

Industry-leading benefits

Paid time off

Training programs

Job summary

Bank of America seeks a Financial Advisor for the Advisor Development Program to support high-net-worth individuals in their investment goals. This position offers a structured training program and mentorship, emphasizing relationship management and personal client engagement. Responsibilities include handling client inquiries, recommending investment solutions, and maintaining client profiles. Candidates should possess relevant licenses and experience in finance. The position is located in Vancouver, WA, and is eligible for competitive incentives and benefits.

Qualifications

• Minimum of one year experience working in the financial services industry.
• Proven ability to engage with and influence others.
• Exceptional interpersonal and relationship building skills.

Responsibilities

• Handles inbound inquiries from leads regarding Merrill offerings.
• Collects necessary client profile data to open accounts as appropriate.
• Documents all client interactions and opportunities within 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

Series 7 & 66 licenses

Tools

Salesforce

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

Bank of America seeks a Financial Advisor for the Advisor Development Program to support high-net-worth individuals in their investment goals. This position offers a structured training program and mentorship, emphasizing relationship management and personal client engagement. Responsibilities include handling client inquiries, recommending investment solutions, and maintaining client profiles. Candidates should possess relevant licenses and experience in finance. The position is located in Vancouver, WA, and is eligible for competitive incentives and benefits.