Wealth Advisor Development Program – East Market

Bank of America Corporation; Wilson (NC); Sur place; USD 65 000 - 105 000; Plein temps

Résumé du poste

Bank of America Corporation's Merrill Wealth Management is seeking an Advisor Development Program - Financial Advisor to work with high-net-worth individuals, assessing goals and delivering comprehensive recommendations while collaborating with Merrill teams to grow your client base.

The role requires Series 7 and 66 licenses, at least one year in financial services or sales, and strong communication and relationship-building skills.

Qualifications

• Bachelor's degree preferred, with 1+ year in financial services or sales.
• Current Series 7 & 66 licenses required (63/65 in lieu of 66).
• Proven ability to engage with clients, build trust and close opportunities.
• Strong communication, relationship-building and time management skills.

Responsabilités

• Handle inbound inquiries and position Merrill/Bank of America capabilities.
• Collect client data, perform KYC, and open accounts as appropriate.
• Provide investment recommendations aligned with client goals and risk profile.
• Document interactions in Salesforce and maintain accurate records.
• Balance growth, referrals, client follow-up and ongoing development.

Connaissances

Client relationships

Communication

Sales

Financial services knowledge

Prospecting

Negotiation

KYC

Team collaboration

Time management

Tech literacy

Formation

Bachelor's degree

Outils

Microsoft Word

PowerPoint

Excel

Salesforce

Description du poste

Bank of America Corporation's Merrill Wealth Management is seeking an Advisor Development Program - Financial Advisor to work with high-net-worth individuals, assessing goals and delivering comprehensive recommendations while collaborating with Merrill teams to grow your client base.

The role requires Series 7 and 66 licenses, at least one year in financial services or sales, and strong communication and relationship-building skills.