Wealth Advisor Development Program: Launch Your Career

Bank of America; McKinney (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America’s Merrill Wealth Management seeks an Advisor Development Program participant to become a Financial Advisor. You will identify client needs, build relationships, review goals, and deliver comprehensive recommendations while collaborating with Merrill advisor teams for portfolio growth.

Role includes training through Bank of America's Academy, mentored guidance, and a clear path to serving high-net-worth clients with a consultative approach and a focus on lifelong financial

Qualifications

• Bachelor’s degree and/or one year of financial services industry or sales experience.
• Series 7 & 66 licenses or 63/65 in lieu of 66.
• Ability to engage with and influence others; strong communication and relationship-building skills.

Responsibilities

• Handle inbound inquiries from leads regarding Merrill offerings.
• Position the capabilities of Merrill and Bank of America to clients.
• Collect client profile data following KYC procedures to open accounts as appropriate.
• Serve as interim Financial Advisor, recommending suitable investment products and services.
• Document all client interactions and opportunities in Salesforce.

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

Salesforce

Microsoft Word

PowerPoint

Excel

Job description

Bank of America’s Merrill Wealth Management seeks an Advisor Development Program participant to become a Financial Advisor. You will identify client needs, build relationships, review goals, and deliver comprehensive recommendations while collaborating with Merrill advisor teams for portfolio growth.

Role includes training through Bank of America's Academy, mentored guidance, and a clear path to serving high-net-worth clients with a consultative approach and a focus on lifelong financial