Wealth Advisor Development Program (Partially Registered)

Bank of America Corporation; San Jose (CA); On-site; USD 53,000 - 60,000; Full time

Job summary

The Merrill Advisor Development Program - Financial Advisor-Partially Registered at Bank of America Merrill Wealth Management offers hands-on experience in identifying client needs, building relationships, and delivering investment recommendations within a branch setting. You will be mentored by experienced teams and gain exposure to high-net-worth client workflows.

You will develop a book of business, pursue licensing (Series 7 and 66), and participate in world-class training to empower your

Qualifications

• SIE certification required; 4+ years of progressive professional and/or military experience
• 2+ years experience in investments industry
• Ability to obtain Series 7 and 66 licenses within allotted program time
• Self-starter who efficiently manages time and capacity
• Sets and accomplishes goals, builds and nurtures strong relationships
• Communicates effectively and confidently with clients
• Manages goals, navigates complexity, and works in a fast-paced environment
• Loves to learn and seeks the right solutions for clients
• Thorough and thoughtful in regulatory due diligence and daily activities

Responsibilities

• Lends tailored advice to clients through reviews and presentations
• Partner with management to assess financial goals and recommend advisory strategies
• Understand client solutions suited to their financial needs
• Shadow advisory teams to grow network and promote portfolio growth
• Leverage resources to optimize customer experience and service quality
• Develop a book of business to meet predefined financial targets and growth
• Collaborate with internal partners to meet client needs
• Ensure regulatory compliance and risk management are embedded in daily work

Skills

Account Management

Client Investments Management

Client Management

Client Solutions Advisory

Relationship Building

Advisory Business Development

Fraud Management

Pipeline Management

Portfolio Management

Client Experience

Branding Issue Management

Prospecting

Referral Identification

Sales Performance Management

Education

Bachelor's Degree

Job description

The Merrill Advisor Development Program - Financial Advisor-Partially Registered at Bank of America Merrill Wealth Management offers hands-on experience in identifying client needs, building relationships, and delivering investment recommendations within a branch setting. You will be mentored by experienced teams and gain exposure to high-net-worth client workflows.

You will develop a book of business, pursue licensing (Series 7 and 66), and participate in world-class training to empower your