Wealth Advisor Development Program: Launch Your Career

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

Job summary

Bank of America’s Merrill Advisor Development Program seeks a Financial Advisor to build relationships with high-net-worth clients, identify needs, review goals, and deliver comprehensive recommendations aligned with client objectives.

You will collaborate with Merrill Financial Advisor Teams to grow your practice, benefitting from world-class training and a defined consultative approach. This role emphasizes end-to-end advisory services and ongoing development.

Qualifications

• Current holds Series 7 & 66 licenses (63 & 65 in lieu of 66).
• Minimum of one year experience in financial services or a sales environment where goals were met/exceeded.
• Minimum of one year experience in investments, with training and knowledge of investment products and services.
• Proven ability to engage with and influence others.
• Exceptional interpersonal and relationship building skills.

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 as appropriate.
• Serves as interim Financial Advisor, providing recommendations of investment products and services suitable for prospects and clients based on objectives, resources, time horizon, risk profile, and preferences.
• Documents all client interactions and opportunities within 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

Bachelor's degree

Tools

Microsoft Word

PowerPoint

Excel

Job description

Bank of America’s Merrill Advisor Development Program seeks a Financial Advisor to build relationships with high-net-worth clients, identify needs, review goals, and deliver comprehensive recommendations aligned with client objectives.

You will collaborate with Merrill Financial Advisor Teams to grow your practice, benefitting from world-class training and a defined consultative approach. This role emphasizes end-to-end advisory services and ongoing development.