Wealth Advisor Development Program: Build Your Practice

Bank of America Corporation; Princeton (NJ); Sur place; USD 65 000 - 100 000; Plein temps

Avantages offerts par ce poste

Bank of America Academy training

Mentorship program

Career development opportunities

Résumé du poste

Bank of America’s Merrill Wealth Management is seeking candidates for the Advisor Development Program to become a Financial Advisor. The program emphasizes building relationships with high-net-worth clients, developing tailored investment guidance, and collaborating with Merrill Advisor Teams to grow a productive practice.

You will train through the Bank of America Academy, receive coaching from local leadership, and gain hands-on experience in wealth planning and client solutions.

Qualifications

• Current Series 7 & 66 licenses (63/65 in lieu of 66)
• Minimum of one year experience in financial services or a sales environment with results
• Minimum of one year experience in investments industry with training and knowledge of products/services
• Proven ability to engage with and influence others
• Exceptional interpersonal and relationship-building skills
• Effective written and verbal communication; ability to quickly build trust and credibility
• Proven ability to assess needs and recommend solutions
• Entrepreneurial mindset with ability to source clients through prospecting and networking
• Ability to work where compensation is performance-based
• Strong follow-through skills
• Proficiency with Microsoft Word, PowerPoint, and Excel

Responsabilités

• Handles inbound inquiries about Merrill offerings
• Positions the capabilities of Merrill and Bank of America
• Collects client profile data and performs KYC to open accounts
• Serves as interim Financial Advisor, recommending investments meeting objectives
• Documents all client interactions in Salesforce accurately

Connaissances

Business Acumen

Business Development

Oral Communications

Prospecting

Wealth Planning

Analytical Thinking

Client Experience

Investments Mgmt

Portfolio Analysis

Risk Management

Active Listening

Client Advisory

Emotional Intelligence

Referral Management

Trading

Formation

Bachelor’s degree

High School Diploma / GED

Outils

Microsoft Word

PowerPoint

Excel

Description du poste

Bank of America’s Merrill Wealth Management is seeking candidates for the Advisor Development Program to become a Financial Advisor. The program emphasizes building relationships with high-net-worth clients, developing tailored investment guidance, and collaborating with Merrill Advisor Teams to grow a productive practice.

You will train through the Bank of America Academy, receive coaching from local leadership, and gain hands-on experience in wealth planning and client solutions.