Wealth Advisor Development Program – Seattle

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

Benefits offered by this job

Comprehensive training and onboarding

Industry-leading benefits

Paid time off

Job summary

Bank of America is seeking a Financial Advisor for its Advisor Development Program at Merrill Wealth Management in Everett, WA. This role focuses on developing client relationships and providing tailored investment recommendations to high-net worth individuals. Successful candidates will have the opportunity for substantial career growth through comprehensive training and mentorship.

This position requires active engagement with clients, demonstrating solid interpersonal skills, and a track record in financial services.

Competitive annual salary between $80,000 and $90,000, along with comprehensive benefits and incentive opportunities.

Qualifications

• Currently holds Series 7 & 66 licenses.
• Minimum of one year experience in the financial services industry.
• Proven ability to engage with clients and influence others.

Responsibilities

• Handles inbound inquiries regarding Merrill offerings.
• Collects client profile data and opens accounts as appropriate.
• Documents all client interactions in Salesforce.

Skills

Business Acumen

Relationship Building

Sales Experience

Client Solutions Advisory

Effective Communication

Education

Bachelor's degree

Tools

Salesforce

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

Bank of America is seeking a Financial Advisor for its Advisor Development Program at Merrill Wealth Management in Everett, WA. This role focuses on developing client relationships and providing tailored investment recommendations to high-net worth individuals. Successful candidates will have the opportunity for substantial career growth through comprehensive training and mentorship.

This position requires active engagement with clients, demonstrating solid interpersonal skills, and a track record in financial services.

Competitive annual salary between $80,000 and $90,000, along with comprehensive benefits and incentive opportunities.