Wealth Advisor Development Program: Grow Your Client Book

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

Benefits offered by this job

Industry-leading benefits

Paid time off

Incentive plan based on performance

Job summary

Bank of America is seeking candidates for the Merrill Advisor Development Program to work as Financial Advisors. This role involves building client relationships, providing investment recommendations, and meeting performance goals.

The ideal candidate will have Series 7 & 66 licenses, experience in financial services, and strong interpersonal skills. With competitive pay ranging from $80,000 to $90,000 annually, the position promises a rewarding career path in wealth management.

Qualifications

• Currently holds Series 7 & 66 licenses (or 63 & 65 in lieu of 66).
• Minimum of one year experience in the financial services industry or a sales environment.
• Proven ability to engage with and influence others, build trust, and assess needs.

Responsibilities

• Build and grow a book of business to meet performance hurdles.
• Handle inbound inquiries from leads regarding Merrill offerings.
• Consult specialists to identify planning and investment strategies.

Skills

Interpersonal skills

Relationship building

Communication skills

Client engagement

Goal-oriented

Education

Bachelor’s degree or equivalent experience

Tools

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

Bank of America is seeking candidates for the Merrill Advisor Development Program to work as Financial Advisors. This role involves building client relationships, providing investment recommendations, and meeting performance goals.

The ideal candidate will have Series 7 & 66 licenses, experience in financial services, and strong interpersonal skills. With competitive pay ranging from $80,000 to $90,000 annually, the position promises a rewarding career path in wealth management.