Wealth Advisor Development Program: Launch Your Career

Bank of America Corporation; Vancouver (WA); On-site; USD 90,000 - 120,000; Full time

Job summary

Bank of America Corporation's Merrill Wealth Management offers an Advisor Development Program designed for individuals transitioning to a Financial Advisor career. The role serves high-net-worth clients, building relationships, reviewing goals, and preparing investment recommendations while leveraging Merrill's capabilities with Bank of America.

Candidates should have Series 7 and 66, at least one year in investments or financial services, strong interpersonal skills, and the ability to work in

Qualifications

• Currently holds Series 7 and 66 licenses (or the equivalent 63 and 65 in lieu of 66)
• Minimum one year of experience in investments or financial services with sales exposure
• Proven ability to build trust and influence clients

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
• Documents all client interactions and opportunities within Salesforce accurately

Skills

Series 7 license

Series 66 license

Investment knowledge

Sales ability

Client relationships

Education

Bachelor's degree

Tools

Salesforce

Microsoft Excel

PowerPoint

Microsoft Word

Job description

Bank of America Corporation's Merrill Wealth Management offers an Advisor Development Program designed for individuals transitioning to a Financial Advisor career. The role serves high-net-worth clients, building relationships, reviewing goals, and preparing investment recommendations while leveraging Merrill's capabilities with Bank of America.

Candidates should have Series 7 and 66, at least one year in investments or financial services, strong interpersonal skills, and the ability to work in