Wealth Advisor Development Program: Start Your Career

Bank of America Corporation

Florence (AL)

On-site

USD 90,000 - 120,000

Full time

3 days ago

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Job summary

Bank of America Corporation’s Merrill Wealth Management team is seeking a Financial Advisor to engage high-net-worth clients, develop relationships, and tailor investment recommendations. The role emphasizes leveraging Merrill’s investment insights with Bank of America’s banking services.

The position requires Series 7 and 66 licenses, about one year in investments, and strong client-facing skills. Collaboration with a team and performance-based compensation are highlighted.

Qualifications

Bachelor's degree or higher in a related field.
Minimum 1 year in investments industry with product knowledge.
Minimum 1 year in financial services or sales with target achievement.
Excellent interpersonal and relationship building skills.
Effective written and verbal communication.

Responsibilities

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

Skills

Client relationship building

Sales & business development

Communication (written and verbal)

Prospecting

Financial advisory capabilities

Team collaboration

Time management

Technological literacy

Education

Bachelor's degree

Tools

Salesforce

Microsoft Word

PowerPoint

Excel

Job description

The position requires Series 7 and 66 licenses, about one year in investments, and strong client-facing skills. Collaboration with a team and performance-based compensation are highlighted.

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