Wealth Advisor Development Program: Launch Your Career

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

Benefits offered by this job

Benefits eligible

Pay transparency

Job summary

Bank of America seeks a Merrill Advisor Development Program - Financial Advisor to identify client needs, build relationships, and deliver comprehensive investment recommendations. You will be mentored by Merrill Advisor teams to drive portfolio growth and meet performance goals.

Responsibilities include handling inquiries, gathering KYC data, and referencing internal specialists to tailor solutions for high-net-worth clients. A results-driven, collaborative mindset is essential.

Qualifications

• Series 7 and 66 licenses required (or 63 and 65 in lieu of 66).
• Minimum 1 year in financial services or a sales environment with targets met.
• Minimum 1 year in investments with knowledge of investment products and services.
• Strong interpersonal and relationship-building abilities.

Responsibilities

• Handle inbound inquiries and position Merrill/Bank of America capabilities.
• Collect client profile data following KYC procedures and document interactions.
• Provide recommendations on suitable investment products and services.
• Build and manage a productive client book while collaborating with partners.

Skills

Prospecting

Relationship building

Communication skills

Trading

MS Office

Education

Bachelor's degree

Job description

Bank of America seeks a Merrill Advisor Development Program - Financial Advisor to identify client needs, build relationships, and deliver comprehensive investment recommendations. You will be mentored by Merrill Advisor teams to drive portfolio growth and meet performance goals.

Responsibilities include handling inquiries, gathering KYC data, and referencing internal specialists to tailor solutions for high-net-worth clients. A results-driven, collaborative mindset is essential.