Wealth Advisor Development Program — Launch Your Financial Career

Bank of America; Vienna (VA); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

Formulaic incentive plan

Industry-leading benefits

Job summary

Bank of America, through its Merrill Wealth Management, seeks a candidate for the Advisor Development Program - Financial Advisor to build relationships with high-net-worth clients, develop a book of business, and deliver comprehensive investment recommendations aligned with client goals.

You will collaborate with Merrill Financial Advisor teams to grow portfolios and gain mentorship from senior professionals.

Qualifications

• Currently holds Series 7 & 66 licenses.
• Minimum of one year experience in financial services or a sales environment with goals met.
• Experience in investments and investment products/services.

Responsibilities

• Handles inbound inquiries from leads regarding Merrill offerings.
• Positions the extensive capabilities of Merrill and Bank of America.
• Collects necessary client profile data following standard KYC procedures to open accounts.
• Serves as interim Financial Advisor, recommending investments suitable for prospects and clients.
• 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

Bachelor's degree

Tools

Salesforce

Job description

Bank of America, through its Merrill Wealth Management, seeks a candidate for the Advisor Development Program - Financial Advisor to build relationships with high-net-worth clients, develop a book of business, and deliver comprehensive investment recommendations aligned with client goals.

You will collaborate with Merrill Financial Advisor teams to grow portfolios and gain mentorship from senior professionals.