Wealth Advisor Development Program — Launch Your Career

Bank of America; Grand Rapids (MI); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

One-on-one coaching

World-class training

Collaborative environment

Job summary

Bank of America is looking for a Financial Advisor under the Advisor Development Program. You will work with high-net-worth individuals to identify needs, develop relationships, and deliver comprehensive financial recommendations.

This role includes collaborating with Merrill Financial Advisor Teams and ensures successful career development through training and mentoring. Ideal candidates will possess licenses and experience in the financial service industry.

Qualifications

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
• Minimum of one year experience in the financial service industry.
• Exceptional interpersonal and relationship building skills.

Responsibilities

• Developing a book of business to meet performance hurdles.
• Handles inbound inquiries from leads regarding Merrill offering.
• Documents all client interactions accurately within Salesforce.

Skills

Business Acumen

Oral Communications

Client Solutions Advisory

Prospecting

Emotional Intelligence

Education

Bachelor's degree

Tools

Salesforce

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

Bank of America is looking for a Financial Advisor under the Advisor Development Program. You will work with high-net-worth individuals to identify needs, develop relationships, and deliver comprehensive financial recommendations.

This role includes collaborating with Merrill Financial Advisor Teams and ensures successful career development through training and mentoring. Ideal candidates will possess licenses and experience in the financial service industry.