Wealth Advisor Development Program: Financial Advisor

Bank of America; Orland Park (IL); On-site; USD 80,000 - 90,000; Full time

Job summary

Bank of America’s Merrill Advisor Development Program offers a pathway to becoming a Financial Advisor. You will identify needs, build client relationships, and deliver comprehensive recommendations while mentoring with Merrill Advisor Teams to grow your portfolio.

The program emphasizes training, coaching, and a consultative approach to solving client financial goals and life priorities within an office-based setting.

Qualifications

• Active FINRA Series 7 and 66 licenses required.
• Bachelor's degree or higher in finance or related field.
• Minimum one year in financial services or sales with targets achieved.

Responsibilities

• Handles inbound inquiries regarding Merrill offerings.
• Positions Merrill and Bank of America capabilities to clients.
• Collects client profile data following KYC to open accounts.
• Provides investment product recommendations based on objectives and risk.

Skills

Relationship building

Prospecting

Communication skills

Client advisory

Education

FINRA licenses (Series 7 & 66)

Bachelor's degree

Tools

Salesforce

Excel

PowerPoint

Word

Job description

Bank of America’s Merrill Advisor Development Program offers a pathway to becoming a Financial Advisor. You will identify needs, build client relationships, and deliver comprehensive recommendations while mentoring with Merrill Advisor Teams to grow your portfolio.

The program emphasizes training, coaching, and a consultative approach to solving client financial goals and life priorities within an office-based setting.