Wealth Advisor – Development Program for HNW Clients

Bank of America; Oakland (CA); On-site; USD 80,000 - 90,000; Full time

Job summary

Bank of America’s Merrill Wealth Management is seeking a candidate for the Advisor Development Program – Financial Advisor. You will work with high-net-worth clients, identify needs, develop relationships, review financial goals, and deliver tailored investment recommendations.

You will be mentored by Merrill Financial Advisor Teams, collaborating with banking and investment partners to grow a productive client book through referrals and proactive service.

Qualifications

• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.
• Series 7 and 66 licenses or equivalent 63/65 in lieu of 66 are required.
• Strong client-facing and interpersonal skills; ability to build trust and credibility.

Responsibilities

• Handle inbound inquiries and promote Merrill and Bank of America capabilities.
• Open client accounts following KYC procedures and provide investment recommendations.
• Document client interactions in Salesforce and manage a productive practice.
• Collaborate with Merrill Advisor Teams and banking partners to meet client needs.

Skills

Business Acumen

Business Development

Oral Communications

Prospecting

Wealth Planning

Analytical Thinking

Client Experience

Branding

Client Investments Management

Portfolio Analysis

Risk Management

Active Listening

Client Solutions Advisory

Emotional Intelligence

Referral Management

Trading

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor’s degree

Job description

Bank of America’s Merrill Wealth Management is seeking a candidate for the Advisor Development Program – Financial Advisor. You will work with high-net-worth clients, identify needs, develop relationships, review financial goals, and deliver tailored investment recommendations.

You will be mentored by Merrill Financial Advisor Teams, collaborating with banking and investment partners to grow a productive client book through referrals and proactive service.