Wealth Advisor Development Program - Start Your Career

Bank of America Corporation; Town of Pittsford (NY); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

Formulaic incentive plan

Industry-leading benefits

Paid time off

Job summary

Bank of America, including Merrill Wealth Management, seeks candidates for the Advisor Development Program - Financial Advisor. The role focuses on building relationships with high-net-worth clients, identifying goals, and delivering comprehensive recommendations within a mentored environment.

You will collaborate with Merrill Financial Advisor Teams to grow your book of business, receive executive coaching, and apply a structured consultative approach to meet client needs while aligning with

Qualifications

• Series 7 & 66 licenses required (63 & 65 in lieu of 66)
• Minimum 1 year in financial services or sales
• 1 year in investments industry with training and knowledge
• Strong interpersonal skills and ability to influence
• Excellent written and verbal communication
• Ability to build trust quickly
• Entrepreneurial mindset with prospecting experience
• Compensation tied to performance

Responsibilities

• Handle inbound inquiries about Merrill offerings
• Position Merrill and Bank of America capabilities to clients
• Collect client profile data and open accounts per KYC
• Provide investment recommendations aligned to client objectives
• Document all client interactions in Salesforce

Skills

Relationship building

Sales

Communication

CRM / Salesforce

MS Office (Word, PowerPoint, Excel)

Education

Bachelor's degree

High School Diploma / GED

Tools

Salesforce

Job description

Bank of America, including Merrill Wealth Management, seeks candidates for the Advisor Development Program - Financial Advisor. The role focuses on building relationships with high-net-worth clients, identifying goals, and delivering comprehensive recommendations within a mentored environment.

You will collaborate with Merrill Financial Advisor Teams to grow your book of business, receive executive coaching, and apply a structured consultative approach to meet client needs while aligning with