Wealth Advisor Development Program - High-Net-Worth Clients

National Black MBA Association

Northern (KY)

Hybrid

USD 65,000 - 90,000

Full time

2 days ago

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Job summary

Bank of America in the United States is seeking a Merrill Advisor Development Program - Financial Advisor to help high-net-worth individuals identify needs and deliver comprehensive recommendations aligned with client goals. You will collaborate with Merrill Financial Advisor Teams to build experience and promote portfolio growth, receiving mentoring and training through our Academy and leadership.

The role emphasizes relationship building, compliance, and ongoing professional development in a

Qualifications

Bachelor’s degree required or equivalent professional experience.
Securities licenses Series 7 and 66 (or 63/65 in lieu) must be held.
Minimum of one year in financial services or a sales environment with proven results.
Strong interpersonal and communication skills.

Responsibilities

Handles inbound inquiries from leads regarding Merrill offerings.
Positions the extensive capabilities of Merrill and Bank of America.
Collects necessary client profile data, following standard KYC procedures to open account(s) as appropriate.
Serves as interim Financial Advisor, providing recommendation of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences as well as servicing client accounts.
Documents all client interactions and opportunities within Salesforce accurately.