Wealth Advisor Development Program — Launch Your Career

Bank of America Corporation; Omaha (NE); On-site; USD 60,000 - 100,000; Full time

Job summary

Bank of America is recruiting for the Merrill Advisor Development Program in the United States. The program focuses on building a career path toward becoming a Financial Advisor, with a strong emphasis on onboarding, training, and mentorship.

Candidates should have Series 7 and 66 (or 63/65 in lieu) licenses and relevant sales experience. Role involves developing a client book, presenting suitable investment solutions, and collaborating with internal specialists to meet client goals.

Qualifications

• Currently holds Series 7 & 66 licenses (63/65 in lieu of 66).
• Minimum of 1 year in financial services or a sales environment with meeting/exceeding goals.
• Minimum of 1 year in investments industry with training and product knowledge.
• Proven ability to engage with and influence others.
• Strong interpersonal and relationship-building skills.
• Excellent written and verbal communication; quickly builds trust.
• Ability to listen, probe, and assess client needs.
• Entrepreneurial mindset with ability to source clients through prospecting.

Responsibilities

• Developing a book of business to meet/exceed performance hurdles.
• Prioritizing sourcing prospective clients and leveraging referrals.
• Recommend investment products suitable to client objectives, resources, time horizon, and risk profile.
• Balance growth, referrals, follow-up, prospecting, and compliance while developing professionally.
• Organize resources (time, people, budget) to run a productive practice.
• Consult with specialists to identify planning and investment strategies.
• Complete mandated training, assessments, and continuing education.

Skills

Series 7

Series 66

KYC procedures

Sales & prospecting

Client relationship

Effective communication

Team collaboration

Microsoft Office

Education

Bachelor’s degree

Tools

Salesforce

Word

PowerPoint

Excel

Job description

Bank of America is recruiting for the Merrill Advisor Development Program in the United States. The program focuses on building a career path toward becoming a Financial Advisor, with a strong emphasis on onboarding, training, and mentorship.

Candidates should have Series 7 and 66 (or 63/65 in lieu) licenses and relevant sales experience. Role involves developing a client book, presenting suitable investment solutions, and collaborating with internal specialists to meet client goals.