Wealth Advisor Development Program

Bank of America; Village of Garden City (NY); On-site; USD 60,000 - 100,000; Full time

Job summary

Bank of America is seeking candidates for the Merrill Advisor Development Program - Financial Advisor. You will work with high-net-worth individuals to identify needs and deliver comprehensive recommendations, while collaborating with Merrill Financial Advisor Teams to build experience and promote portfolio growth.

Responsibilities include handling inbound inquiries, positioning Merrill capabilities, and maintaining client profiles and regulatory compliance to open accounts and provide tailored

Qualifications

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
• Minimum of one year experience in the financial service industry and/or a sales environment where goals were met or exceeded.
• Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.

Responsibilities

• Handle inbound inquiries from leads regarding Merrill offerings.
• Position the extensive capabilities of Merrill and Bank of America.
• Collect necessary client profile data, following standard KYC procedures to open account(s).
• Serve as interim Financial Advisor, providing recommendations of investment products and services suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences, while servicing client accounts.

Job description

Bank of America is seeking candidates for the Merrill Advisor Development Program - Financial Advisor. You will work with high-net-worth individuals to identify needs and deliver comprehensive recommendations, while collaborating with Merrill Financial Advisor Teams to build experience and promote portfolio growth.

Responsibilities include handling inbound inquiries, positioning Merrill capabilities, and maintaining client profiles and regulatory compliance to open accounts and provide tailored