Wealth Advisor Development Program: Launch Your Financial Career

Bank of America; Portage (MI); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America’s Wealth Management division seeks a Financial Advisor Development Program participant to build a client book and meet performance hurdles. You will source prospects, assess client needs, and present customized investment solutions through Merrill and BoA resources.

The role emphasizes training, hands-on coaching, and a consultative approach to helping clients achieve financial goals with ongoing professional development.

Qualifications

• Current holds Series 7 & 66 licenses.
• Minimum of one year experience in financial services or a sales environment with goals met.
• Minimum of one year experience in the investments industry with training and product knowledge.
• Proven ability to engage, influence others and build trust.
• Exceptional interpersonal and relationship-building skills.
• Excellent written and verbal communication skills.
• Proven ability to source clients through prospecting and networking.
• Ability to work in a performance-driven environment with commission-based pay.

Responsibilities

• Handles inbound inquiries from leads regarding Merrill offering.
• Positions the extensive capabilities of Merrill and Bank of America.
• Collects client profile data following KYC procedures to open accounts.
• Serves as interim Financial Advisor with tailored investment recommendations.
• Documents all client interactions and opportunities within Salesforce.

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 Wealth Management division seeks a Financial Advisor Development Program participant to build a client book and meet performance hurdles. You will source prospects, assess client needs, and present customized investment solutions through Merrill and BoA resources.

The role emphasizes training, hands-on coaching, and a consultative approach to helping clients achieve financial goals with ongoing professional development.