Wealth Advisor Development Program: Launch Your Career

Bank of America Corporation; Guilford (CT); On-site; USD 80,000 - 90,000; Full time

Job summary

Bank of America Corporation's Merrill Wealth Management offers an Advisor Development Program for aspiring Financial Advisors. You will work with high-net-worth clients, develop relationships, review financial goals, and deliver comprehensive recommendations in collaboration with Merrill Advisor Teams to grow your advisory practice.

The program emphasizes training, mentoring, and in-office collaboration to build a successful advisory career and expand knowledge across banking and investment

Qualifications

• Bachelor's degree or higher in a related field is preferred.
• 1+ year in financial services or sales with goals met.
• 1+ year investments experience and product knowledge.

Responsibilities

• Handle inbound inquiries regarding Merrill offerings.
• Position Merrill and Bank of America capabilities to clients.
• Collect client profile data following KYC to open accounts as appropriate.
• Provide investment recommendations aligned with client objectives and servicing accounts.
• Document all client interactions in Salesforce.

Skills

Business Acumen

Prospecting

Wealth Planning

Analytical Thinking

Client Experience Branding

Portfolio Analysis

Risk Management

Active Listening

Trading

Education

Bachelor's degree

High School Diploma / GED

Tools

Microsoft Word

PowerPoint

Excel

Job description

Bank of America Corporation's Merrill Wealth Management offers an Advisor Development Program for aspiring Financial Advisors. You will work with high-net-worth clients, develop relationships, review financial goals, and deliver comprehensive recommendations in collaboration with Merrill Advisor Teams to grow your advisory practice.

The program emphasizes training, mentoring, and in-office collaboration to build a successful advisory career and expand knowledge across banking and investment