Wealth Advisor Development Program: Licensed Pathway

Bank of America Corporation; Eugene (OR); On-site; USD 80,000 - 140,000; Full time

Job summary

Bank of America Corporation's Merrill Wealth Management seeks a Financial Advisor candidate to work with high-net-worth clients, identifying needs and reviewing investment goals to prepare tailored recommendations.

The role emphasizes leveraging Merrill capabilities, compliance with KYC and regulatory standards, and collaboration with teams across Bank of America. Strong prospecting and relationship-building are essential for success.

Qualifications

• Holds Series 7 and 66 licenses (or 63 and 65 as equivalent)
• Minimum of one year of investments industry experience
• Minimum of one year in financial services or sales environment
• Proven ability to engage with and influence others
• Exceptional interpersonal and relationship-building skills
• Effective communication skills (written and verbal)
• Ability to assess needs and recommend solutions/interventions
• Team collaboration with key partners
• Results-oriented with strong follow-through
• Entrepreneurial mindset with ability to source clients
• Compensation largely tied to performance
• Proficient in Microsoft Word, PowerPoint, and Excel

Responsibilities

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

Skills

Prospecting

Wealth Planning

Trading

Analytical Thinking

Business Acumen

Business Development

Oral Communications

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

Job description

Bank of America Corporation's Merrill Wealth Management seeks a Financial Advisor candidate to work with high-net-worth clients, identifying needs and reviewing investment goals to prepare tailored recommendations.

The role emphasizes leveraging Merrill capabilities, compliance with KYC and regulatory standards, and collaboration with teams across Bank of America. Strong prospecting and relationship-building are essential for success.