Wealth Advisor Development Program: Training & Mentorship

Bank of America Corporation; Red Bank (NJ); On-site; USD 80,000 - 90,000; Full time

Job summary

BANK OF AMERICA CORPORATION's Merrill Wealth Management seeks an Advisor Development Program professional to identify client needs, build relationships, review financial goals, and deliver comprehensive recommendations with mentorship from Merrill advisor teams.

You will promote portfolio growth, collaborate with banking and investment partners, and guide clients through tailored financial strategies while leveraging Bank of America/Merrill resources.

Qualifications

• Currently holds Series 7 & 66 licenses (63 & 65 in lieu of 66)
• Minimum of one year experience in financial services or a sales environment
• Minimum of one year experience in investments with knowledge of investment products/services
• Proven ability to engage with and influence others
• Exceptional interpersonal and relationship-building skills
• Effective communication skills (written and verbal) – establish trust quickly
• Proven ability to assess needs and propose solutions
• Ability to work collaboratively with teammates and partners
• Strong listening and probing to understand client objectives
• Entrepreneurial mindset with ability to source clients via prospecting and networking
• Willingness to operate in a performance-driven compensation environment

Responsibilities

• Handles inbound inquiries from leads regarding Merrill offerings
• Position Merrill and Bank of America capabilities to clients
• Collects client profile data per KYC to open accounts
• Serves as interim Financial Advisor; recommend investments based on client goals
• Documents all client interactions in Salesforce with accuracy

Skills

Series 7/66

Sales experience

Investment knowledge

Interpersonal skills

Communication skills

Team collaboration

Listening skills

MS Office

Education

Bachelor’s degree

High School Diploma

Tools

Salesforce

Microsoft Word

PowerPoint

Excel

Job description

BANK OF AMERICA CORPORATION's Merrill Wealth Management seeks an Advisor Development Program professional to identify client needs, build relationships, review financial goals, and deliver comprehensive recommendations with mentorship from Merrill advisor teams.

You will promote portfolio growth, collaborate with banking and investment partners, and guide clients through tailored financial strategies while leveraging Bank of America/Merrill resources.