Wealth Advisor Development Program: Launch Your Career

NBMBAA; Paramus (NJ); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

Benefits eligible

Incentive plan

Training programs

Job summary

Bank of America’s Merrill Wealth Management is seeking a Financial Advisor in a development program to work with high-net-worth clients. You will identify client needs, develop relationships, review goals, and deliver comprehensive recommendations with mentorship from Merrill Advisor Teams.

You will build a durable book of business, source clients, refer to specialists, and balance growth with compliance and personal development.

Qualifications

• Bachelor’s degree or equivalent required.
• At least 1 year in financial services or sales with target achievement.
• Experience in investments and investment products knowledge.
• Strong interpersonal and relationship-building skills.
• Excellent written and verbal communication.

Responsibilities

• Handle inbound inquiries regarding Merrill offerings.
• Position Merrill/Bank of America capabilities to clients.
• Collect client profile data following KYC to open accounts.
• Act as interim Financial Advisor, recommend suitable investment solutions.
• Document client interactions in Salesforce accurately.

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

Microsoft Word

PowerPoint

Excel

Job description

Bank of America’s Merrill Wealth Management is seeking a Financial Advisor in a development program to work with high-net-worth clients. You will identify client needs, develop relationships, review goals, and deliver comprehensive recommendations with mentorship from Merrill Advisor Teams.

You will build a durable book of business, source clients, refer to specialists, and balance growth with compliance and personal development.