Wealth Advisor Development Program – Trainee

Bank of America; Exton (PA); On-site; Full time

Benefits offered by this job

World-class training and on-boarding programs

One-on-one coaching from local leadership

Access to a robust suite of financial solutions

Job summary

A leading financial services institution in Pennsylvania seeks an experienced Financial Advisor for the Merrill Advisor Development Program. Responsibilities include engaging high-net worth clients, developing recommendations aligned with financial goals, and collaborating with experienced advisors. Ideal candidates will hold relevant licenses, possess significant interpersonal skills, and demonstrate a results-driven mindset. The role emphasizes personal growth, client-centric solutions, and office attendance as part of a dynamic team culture.

Qualifications

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
• Minimum of one year experience in financial service industry.
• Proven ability to engage with and influence others.

Responsibilities

• Handle inbound inquiries from leads regarding Merrill offerings.
• Collect necessary client profile data, following KYC procedures.
• Document all client interactions within Salesforce accurately.

Skills

Business Acumen

Analytical Thinking

Effective Communication

Prospecting

Risk Management

Education

Bachelor's degree

Tools

Salesforce

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

A leading financial services institution in Pennsylvania seeks an experienced Financial Advisor for the Merrill Advisor Development Program. Responsibilities include engaging high-net worth clients, developing recommendations aligned with financial goals, and collaborating with experienced advisors. Ideal candidates will hold relevant licenses, possess significant interpersonal skills, and demonstrate a results-driven mindset. The role emphasizes personal growth, client-centric solutions, and office attendance as part of a dynamic team culture.