Wealth Advisor Development Program — Grow Your Client Relationships

Bank of America; McAllen (TX); On-site; USD 55,000 - 85,000; Full time

Job summary

Bank of America’s Merrill Advisor Development Program is seeking candidates to become Financial Advisors focused on high-net-worth clients. You will develop relationships, review financial goals, and deliver comprehensive, goal-aligned recommendations while collaborating with Merrill Advisor Teams to grow a productive practice.

The role emphasizes training, compliance, and a consultative approach to meet client needs through end-to-end advice, with mentoring from established advisory teams and a

Qualifications

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
• Minimum of one year experience in financial services and/or a sales environment with goals.
• Minimum of one year experience in investments including training and products/services knowledge.
• Proven ability to engage with and influence others.
• Excellent interpersonal and relationship-building skills.

Responsibilities

• Handles inbound inquiries from leads regarding Merrill offerings.
• Positions the capabilities of Merrill and Bank of America.
• Collects client profile data following KYC to open accounts as appropriate.
• Provides investment recommendations based on objectives, resources, time horizon, risk profile, and preferences.
• Documents all client interactions and opportunities in Salesforce.

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

Tools

Microsoft Word

PowerPoint

Excel

Job description

Bank of America’s Merrill Advisor Development Program is seeking candidates to become Financial Advisors focused on high-net-worth clients. You will develop relationships, review financial goals, and deliver comprehensive, goal-aligned recommendations while collaborating with Merrill Advisor Teams to grow a productive practice.

The role emphasizes training, compliance, and a consultative approach to meet client needs through end-to-end advice, with mentoring from established advisory teams and a