Wealth Advisor Development Program: Grow Your Book

Bank of America; Farmington Hills (MI); On-site; USD 55,000 - 75,000; Full time

Job summary

Bank of America, Merrill Wealth Management, is seeking candidates for the Advisor Development Program in Michigan to build a durable client book. You will be mentored by Merrill Financial Advisor teams, learn to assess client needs, and deliver comprehensive investment guidance aligned with goals and risk tolerance.

You will meet with high-net-worth clients, source prospects, and collaborate with core banking and investment partners to grow a productive practice.

Qualifications

• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.
• Proven ability to engage with and influence others
• Exceptional interpersonal and relationship building skills
• Effective communication skills - written and verbal
• Proven ability to assess needs and suggest solutions/interventions
• Proven ability to work with a team and partners
• Proven listening and probing for clarity

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 procedures to open accounts
• Serves as interim Financial Advisor providing recommendations suitable for prospects and clients
• Documents all client interactions and opportunities within Salesforce accurately

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

Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience

Tools

Salesforce

Microsoft Office

Job description

Bank of America, Merrill Wealth Management, is seeking candidates for the Advisor Development Program in Michigan to build a durable client book. You will be mentored by Merrill Financial Advisor teams, learn to assess client needs, and deliver comprehensive investment guidance aligned with goals and risk tolerance.

You will meet with high-net-worth clients, source prospects, and collaborate with core banking and investment partners to grow a productive practice.