Wealth Advisor Development Program: Launch Your Career

Bank of America Corporation; Boston (MA); Sur place; USD 60 000 - 95 000; Plein temps

Résumé du poste

Bank of America Corporation in Boston seeks a Merrill Advisor Development Program – Financial Advisor to grow a book of high-net-worth clients, identify needs, develop relationships, review goals, and deliver tailored recommendations. You will collaborate with Merrill Advisor Teams to build portfolio growth.

This role supports end-to-end advisory services, requires Series 7 & 66 licenses (or 63/65), at least one year in financial services or sales, and strong interpersonal skills with a

Qualifications

• Licenses: Series 7 & 66 required (63/65 in lieu) with a minimum of one year in financial services or a sales environment.

Responsabilités

• Handle inbound inquiries and present Merrill/Bank of America capabilities.
• Collect client profile data following KYC procedures to open accounts.
• Document client interactions and opportunities in Salesforce with accuracy.

Connaissances

Business Acumen

Business Development

Oral Communications

Prospecting

Wealth Planning

Analytical Thinking

Formation

Bachelor’s degree

Description du poste

Bank of America Corporation in Boston seeks a Merrill Advisor Development Program – Financial Advisor to grow a book of high-net-worth clients, identify needs, develop relationships, review goals, and deliver tailored recommendations. You will collaborate with Merrill Advisor Teams to build portfolio growth.

This role supports end-to-end advisory services, requires Series 7 & 66 licenses (or 63/65), at least one year in financial services or sales, and strong interpersonal skills with a