Wealth Advisor Development Program: Launch Your Career

Bank of America Corporation; Salem (OR); On-site; USD 65,000 - 100,000; Full time

Job summary

Bank of America Corporation's Merrill Wealth Management is seeking energetic individuals for the Advisor Development Program to build a career as a Financial Advisor serving high-net-worth clients. Responsibilities include leveraging Merrill and Bank of America's capabilities, gathering client data per KYC, and providing suitable investment recommendations while documenting interactions in Salesforce.

Requires Series 7/66 (or 63/65) and 1+ year in investments or financial services; on-site in

Qualifications

• Currently holds Series 7 and 66 (or the equivalent 63 and 65 in lieu of 66) licenses.
• Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
• Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Proven ability to engage with and influence others.

Responsibilities

• Handles inbound inquiries from leads regarding Merrill offering.
• Positions the extensive capabilities of Merrill and Bank of America.
• Collects the necessary client profile data, following standard KYC procedures to open account(s) as appropriate.
• Serves as interim Financial Advisor, providing recommendation of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences as well as servicing client accounts.
• Documents all client interactions and opportunities within 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

High School Diploma / GED

Bachelor's degree

Tools

Microsoft Word

PowerPoint

Excel

Job description

Bank of America Corporation's Merrill Wealth Management is seeking energetic individuals for the Advisor Development Program to build a career as a Financial Advisor serving high-net-worth clients. Responsibilities include leveraging Merrill and Bank of America's capabilities, gathering client data per KYC, and providing suitable investment recommendations while documenting interactions in Salesforce.

Requires Series 7/66 (or 63/65) and 1+ year in investments or financial services; on-site in