Wealth Advisor Development Program - High-Net-Worth Focus

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

Job summary

Bank of America’s Merrill Wealth Management is seeking candidates for the Advisor Development Program. You will work with high-net-worth clients, develop relationships, review financial goals, and deliver tailored investment recommendations to help clients pursue their life priorities.

You’ll collaborate with Merrill Financial Advisor Teams, receive coaching through the Academy, and build a productive practice by balancing growth, client service, and compliance.

Qualifications

• Currently holds Series 7 and 66 licenses (or the equivalent 63/65)
• Minimum of one year of experience in the investments industry with product knowledge
• Minimum of one year of experience in financial services or sales where goals were met or exceeded
• Proven ability to engage with and influence others
• Exceptional interpersonal and relationship-building skills with a proven ability to quickly build trust and credibility
• Effective written and verbal communication skills
• Proven ability to listen, probe for clarity, and recommend solutions
• Proven ability to collaborate with teammates and partners

Responsibilities

• Handles inbound inquiries from leads regarding Merrill offerings
• Position Merrill and Bank of America capabilities to clients
• Collect client profile data and perform KYC to open accounts as appropriate
• Serve as interim Financial Advisor, recommending suitable investment products
• Document all 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

High School Diploma / GED / Secondary School or equivalent

Bachelor's degree

Job description

Bank of America’s Merrill Wealth Management is seeking candidates for the Advisor Development Program. You will work with high-net-worth clients, develop relationships, review financial goals, and deliver tailored investment recommendations to help clients pursue their life priorities.

You’ll collaborate with Merrill Financial Advisor Teams, receive coaching through the Academy, and build a productive practice by balancing growth, client service, and compliance.