Wealth Advisor Development Program: Career Launch

Bank of America

Greenwood Village (CO)

On-site

USD 65,000 - 95,000

Full time

3 days ago

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Benefits offered by this job

World-class training

Academy at Bank of America

Job summary

Bank of America’s Merrill Wealth Management offers an Advisor Development Program designed for individuals transitioning to a Financial Advisor role. You will develop relationships with high-net-worth clients, review financial goals, and deliver comprehensive recommendations while being mentored by Merrill Advisor Teams to grow your practice.

Responsibilities include sourcing prospects, implementing tailored investment strategies, and maintaining client records.

Qualifications

Exceptional interpersonal and relationship building skills.
Proven ability to engage with and influence others.
Entrepreneurial mindset with a proven ability to source clients through prospecting and networking.
Strong follow-through and goal-oriented performance.
Ability to work in a team and with key partners.

Responsibilities

Handles inbound inquiries from leads regarding Merrill offering.
Positions the extensive capabilities of Merrill and Bank of America.
Collects the necessary client profile data following KYC to open accounts as appropriate.
Serves as interim Financial Advisor, recommending investment products and services based on client objectives.
Documents all client interactions and opportunities within Salesforce accurately.