Wealth Advisor Development Program: Financial Advisor Track

Bank of America Corporation; Fort Lee (NJ); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America’s Merrill Wealth Management is seeking candidates for the Advisor Development Program - Financial Advisor in the United States. The role focuses on building relationships with high-net-worth clients, identifying financial needs, and delivering comprehensive recommendations aligned with goals.

You will collaborate with Merrill Advisor Teams to grow portfolio value. The position emphasizes training through the Academy at Bank of America, on-the-job coaching, and a defined

Qualifications

• Must hold Series 7 & 66 licenses (63 & 65 in lieu of 66).
• Minimum 1 year in financial services or a sales role with target achievement.
• Investments industry knowledge and training experience required.
• Proven ability to engage, influence and build trust quickly.
• Strong interpersonal, communication, and collaboration skills.

Responsibilities

• Handle Merrill offerings inquiries from leads and clients.
• Position Merrill/Bank of America capabilities to clients.
• Collect client data and open accounts per KYC procedures.
• Serve as interim Financial Advisor; recommend suited investment solutions.
• Document client interactions in Salesforce accurately.

Skills

Business Acumen

Business Development

Oral Communications

Prospecting

Wealth Planning

Analytical Thinking

Client Experience Branding

Client Investments Management

Education

High School Diploma / GED

Bachelor's degree (preferred)

Tools

Microsoft Word

PowerPoint

Excel

Job description

Bank of America’s Merrill Wealth Management is seeking candidates for the Advisor Development Program - Financial Advisor in the United States. The role focuses on building relationships with high-net-worth clients, identifying financial needs, and delivering comprehensive recommendations aligned with goals.

You will collaborate with Merrill Advisor Teams to grow portfolio value. The position emphasizes training through the Academy at Bank of America, on-the-job coaching, and a defined