Wealth Advisor Development Program: High Net Worth Growth

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

Job summary

Bank of America Merrill Wealth Management is seeking a Financial Advisor in the Advisor Development Program. You will work with high-net-worth clients, develop relationships, review goals, and deliver comprehensive investment recommendations aligned with client objectives.

You will collaborate with Merrill Financial Advisor Teams, receive coaching, and participate in a program designed to build a productive practice with strong growth potential in a regulated environment.

Qualifications

• Current Series 7 and 66 licenses (or the equivalent 63/65)
• Minimum of one year of experience in the investments industry and/or financial services sales
• Proven ability to engage with and influence others
• Excellent interpersonal and relationship-building skills with credible communication
• Ability to source clients through prospecting and networking

Responsibilities

• Handles inbound inquiries from leads regarding Merrill offerings
• Positions the extensive capabilities of Merrill and Bank of America
• Collects the necessary client profile data, following standard KYC procedures to open accounts
• Serves as interim Financial Advisor, providing recommendations based on objectives and timelines
• Documents all client interactions and opportunities 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

Tools

Salesforce

Microsoft Word

PowerPoint

Excel

Job description

Bank of America Merrill Wealth Management is seeking a Financial Advisor in the Advisor Development Program. You will work with high-net-worth clients, develop relationships, review goals, and deliver comprehensive investment recommendations aligned with client objectives.

You will collaborate with Merrill Financial Advisor Teams, receive coaching, and participate in a program designed to build a productive practice with strong growth potential in a regulated environment.