Wealth Advisor Development Program – Build Your Client Book

Bank of America; Hobbs (NM); On-site; USD 60,000 - 120,000; Full time

Benefits offered by this job

World class training

One-on-one coaching

Structured career development

Job summary

Bank of America’s Merrill Advisor Development Program seeks individuals excited to transition into a Financial Advisor role. You will identify client needs, build relationships with high-net-worth individuals, review financial goals, and deliver comprehensive recommendations while collaborating with Merrill Advisor Teams to grow your book of business.

This in-office program provides mentoring, structured training, and ongoing education to help you develop the skills necessary to responsibly

Qualifications

• Bachelor's degree is required or equivalent experience in finance or sales.
• Experience in financial services or sales with goals met/exceeded preferred.
• Proven ability to engage with and influence others.

Responsibilities

• Handle inbound inquiries regarding Merrill offerings and position Bank of America/Merrill capabilities.
• Provide investment recommendations and service to prospects and clients based on goals and risk profile.
• Document client interactions and opportunities in Salesforce; maintain accurate records.

Skills

Business Acumen

Prospecting

Oral Communications

Analytical Thinking

Client Experience Branding

Client Investments Management

Portfolio Analysis

Risk Management

Active Listening

Referral Management

Trading

Wealth Planning

Emotional Intelligence

Education

Bachelor's degree

Tools

Microsoft Word

PowerPoint

Excel

Job description

Bank of America’s Merrill Advisor Development Program seeks individuals excited to transition into a Financial Advisor role. You will identify client needs, build relationships with high-net-worth individuals, review financial goals, and deliver comprehensive recommendations while collaborating with Merrill Advisor Teams to grow your book of business.

This in-office program provides mentoring, structured training, and ongoing education to help you develop the skills necessary to responsibly