Wealth Advisor Development Program - High Net Worth Focus

Bank of America Corporation; Boston (MA); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

Incentive plan

Benefits eligible

Job summary

Bank of America Corporation's Merrill Wealth Management is seeking a Merrill Advisor Development Program - Financial Advisor to build a client base and provide investment guidance for high-net-worth individuals within a structured development track.

You will collaborate with Merrill Advisor Teams, complete required training, and balance growth with referrals and compliance while leveraging Bank of America and Merrill resources to help clients achieve their financial goals.

Qualifications

• Current Series 7 & 66 licenses required (63 & 65 in lieu of 66 accepted).
• Minimum one year in financial services or a sales environment with proven goals.
• Investments industry experience and training knowledge required.
• Ability to engage with and influence others; build trust quickly.

Responsibilities

• Handles inbound inquiries regarding Merrill offerings.
• Positions Merrill and Bank of America capabilities to clients.
• Collects client profile data and completes KYC when opening accounts.
• Provides investment recommendations based on objectives, time horizon, and risk tolerance.
• Documents client interactions in 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

High School Diploma / GED

Tools

Salesforce

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

Bank of America Corporation's Merrill Wealth Management is seeking a Merrill Advisor Development Program - Financial Advisor to build a client base and provide investment guidance for high-net-worth individuals within a structured development track.

You will collaborate with Merrill Advisor Teams, complete required training, and balance growth with referrals and compliance while leveraging Bank of America and Merrill resources to help clients achieve their financial goals.