Wealth Advisor Development Program: Launch Your Career

Bank of America; Lake Oswego (OR); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

Industry-leading benefits

Access to paid time off

Job summary

Bank of America is seeking a Financial Advisor for its Merrill Advisor Development Program in Lake Oswego, Oregon. This role involves developing client relationships, providing comprehensive investment recommendations, and achieving performance goals. Applicants must hold Series 7 and 66 licenses and have a minimum of one year experience in finance or a sales environment. The position is on-site with a full-time schedule and offers a competitive salary range of $80,000 to $90,000 annually, along with comprehensive benefits.

Qualifications

• Currently holds Series 7 & 66 licenses.
• Minimum of one year experience in financial services or sales.
• Proven ability to engage and influence others.

Responsibilities

• Handles inbound inquiries about Merrill offerings.
• Collects necessary client profile data.
• Serves as interim Financial Advisor.

Skills

Business Acumen

Analytical Thinking

Oral Communications

Risk Management

Client Solutions Advisory

Education

Bachelor's degree

Series 7 & 66 licenses

Tools

Salesforce

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

Bank of America is seeking a Financial Advisor for its Merrill Advisor Development Program in Lake Oswego, Oregon. This role involves developing client relationships, providing comprehensive investment recommendations, and achieving performance goals. Applicants must hold Series 7 and 66 licenses and have a minimum of one year experience in finance or a sales environment. The position is on-site with a full-time schedule and offers a competitive salary range of $80,000 to $90,000 annually, along with comprehensive benefits.