Wealth Advisor Development Program – Southern CT

Bank of America; New Canaan (CT); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

World class training

One-on-one coaching

Career development opportunities

Job summary

Bank of America’s Merrill Advisor Development Program seeks professionals for a Financial Advisor track. You will identify client needs, build relationships, review financial goals, and deliver comprehensive recommendations aligned with client objectives.

You’ll be mentored by Merrill Advisor teams to grow portfolio opportunities and advance your career in a collaborative, in-office environment with defined growth paths.

Qualifications

• Currently holds Series 7 & 66 licenses (or 63/65 in lieu of 66).
• Minimum of one year in financial services or a sales environment with goals met.
• Experience in the investments industry with product and service knowledge.
• Proven ability to engage with and influence others.

Responsibilities

• Handle inbound inquiries regarding Merrill offerings.
• Position Merrill and Bank of America capabilities to clients.
• Collect client profile data following KYC procedures to open accounts.
• Provide investment recommendations suitable to client objectives and risk profiles.
• Document all client interactions in Salesforce.

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

High School Diploma / GED

Tools

Salesforce

Job description

Bank of America’s Merrill Advisor Development Program seeks professionals for a Financial Advisor track. You will identify client needs, build relationships, review financial goals, and deliver comprehensive recommendations aligned with client objectives.

You’ll be mentored by Merrill Advisor teams to grow portfolio opportunities and advance your career in a collaborative, in-office environment with defined growth paths.