Wealth Advisor Development Program: Launch Finance Career

Bank of America; New York (NY); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

Benefits eligible

Formulaic incentive plan

Job summary

Bank of America’s Merrill Wealth Management is seeking a Merrill Advisor Development Program - Financial Advisor to work with high-net-worth individuals, identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations aligned with client objectives.

You'll be mentored by Merrill Financial Advisor Teams to grow your portfolio and collaborate with core banking and investment partners.

Qualifications

• Licenses Series 7 & 66 required (63 & 65 in lieu of 66).
• Minimum of one year experience in financial services and/or a sales environment.
• Proven ability to engage with and influence others.
• Bachelor’s degree preferred or equivalent experience.

Responsibilities

• Handle inbound inquiries from leads regarding Merrill offerings.
• Position the capabilities of Merrill and Bank of America.
• Collect client profile data following KYC to open accounts as appropriate.
• Serve as interim Financial Advisor with suitable investment recommendations.
• Document 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

Salesforce

Microsoft Word

PowerPoint

Excel

Job description

Bank of America’s Merrill Wealth Management is seeking a Merrill Advisor Development Program - Financial Advisor to work with high-net-worth individuals, identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations aligned with client objectives.

You'll be mentored by Merrill Financial Advisor Teams to grow your portfolio and collaborate with core banking and investment partners.