Wealth Advisor Development Program – Licensed Track

Bank of America Corporation

Lake Oswego (OR)

On-site

USD 80,000 - 90,000

Full time

3 days ago

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Job summary

Bank of America Corporation is seeking a participant for the Advisor Development Program to work with high-net-worth clients, identify needs, and develop relationships. The role includes reviewing investment goals, preparing recommendations, and leveraging technology to grow the business while adhering to privacy and regulatory guidelines.

Responsibilities include inbound lead handling, presenting Merrill and Bank of America capabilities, collecting client data per KYC, and acting as an interim

Qualifications

Currently holds Series 7 and 66 (or 63/65 in lieu) licenses.
Minimum 1 year of experience in investments and financial services or sales with targets.
Proven ability to engage, influence, and build trust with clients.
Strong written and verbal communication skills and teamwork.

Responsibilities

Handle inbound inquiries from Merrill offering leads.
Position Merrill and Bank of America capabilities to clients.
Collect client profile data following KYC to open accounts.
Serve as interim Financial Advisor to recommend suitable investments.
Document all client interactions in Salesforce accurately.

Skills

Business Acumen

Prospecting

Oral Communications

Active Listening

Client Experience Branding

Client Investments Management

Portfolio Analysis

Risk Management

Trading

Emotional Intelligence

Referral Management

Education

High School Diploma / GED

Bachelor's degree (preferred)

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Job description

Responsibilities include inbound lead handling, presenting Merrill and Bank of America capabilities, collecting client data per KYC, and acting as an interim

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