Wealth Advisor Development Program: Launch Your Financial Career

Bank of America Corporation; City of Syracuse (NY); Sur place; USD 60 000 - 100 000; Plein temps

Résumé du poste

Bank of America is seeking a Merrill Advisor Development Program participant to become a Financial Advisor for high-net-worth individuals. You will identify needs, develop relationships, and deliver comprehensive recommendations through a mentorship-driven program.

You will collaborate with Merrill Advisor Teams to build a client book, pursue growth, and advance your career in wealth management, combining banking and investment guidance.

Qualifications

• Requires Series 7 & 66 (or 63 & 65 in lieu of 66) licenses.
• Minimum 1 year experience in financial services or sales with goal attainment.
• Experience in investments industry and investment product knowledge.

Responsabilités

• Handle inbound inquiries regarding Merrill offerings.
• Position Merrill/Bank of America capabilities to clients.
• Gather client profile data and perform KYC to open accounts as appropriate.
• Provide investment product recommendations aligned with client objectives and risk profile.
• Document all client interactions in Salesforce.

Connaissances

Business Acumen

Client Experience

Prospecting

Oral Communications

Active Listening

Analytical Thinking

Wealth Planning

Portfolio Analysis

Risk Management

Trading

Formation

Bachelor’s degree

High School Diploma / GED

Description du poste

Bank of America is seeking a Merrill Advisor Development Program participant to become a Financial Advisor for high-net-worth individuals. You will identify needs, develop relationships, and deliver comprehensive recommendations through a mentorship-driven program.

You will collaborate with Merrill Advisor Teams to build a client book, pursue growth, and advance your career in wealth management, combining banking and investment guidance.