Wealth Advisor Development Program—Launch Your Career

Bank of America Corporation; Boulder (CO); On-site; USD 65,000 - 90,000; Full time

Job summary

Bank of America’s Merrill Wealth Management is seeking candidates for the Advisor Development Program. This role focuses on building a client base, providing wealth guidance, and coordinating with banking and investment partners to meet clients' financial goals.

The program emphasizes in-office culture with attendance requirements, training, and ongoing development to prepare you for a Financial Advisor role.

Qualifications

• Series 7 & 66 licenses required (63/65 in lieu of 66).
• Minimum of one year in financial services or a sales environment with goals met or exceeded.
• Minimum of one year in investments industry including investment training and knowledge of investment products.

Responsibilities

• Developing a book of business to meet/exceed performance hurdles.
• Prioritize sourcing prospective clients, capitalizing on referrals, assess client needs, refer to internal specialists, and execute customized solutions.
• Recommend investment products/services suitable for prospects based on objectives, resources, time horizon, risk profile and preferences.
• Balance investment growth, referrals, client follow up, prospecting, and compliance with a day-to-day and longer-term planning.
• Organize/manage resources to run a productive practice and collaborate with specialists when needed.
• Complete mandated training, assessments and continuing education requirements.

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

Microsoft Word

PowerPoint

Excel

Job description

Bank of America’s Merrill Wealth Management is seeking candidates for the Advisor Development Program. This role focuses on building a client base, providing wealth guidance, and coordinating with banking and investment partners to meet clients' financial goals.

The program emphasizes in-office culture with attendance requirements, training, and ongoing development to prepare you for a Financial Advisor role.