Wealth Advisor Development Track

Bank of America; Berkeley (CA); On-site; USD 40,000 - 46,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America’s Merrill Wealth Management is seeking candidates for the Advisor Development Program, Financial Solutions Advisor Stage I, in Berkeley, CA. You begin by obtaining Securities Industry licenses (SIE, Series 7 and Series 66) and then learn the foundational skills to advise clients in complex financial scenarios.

As you progress to Merrill Financial Advisor and join a local wealth management office, you will build a new portfolio of affluent clients with dedicated training and

Qualifications

• Displays confidence working in a sales role.
• Builds strong client relationships through effective communication and collaboration.
• Proactive mindset with effective time management.
• Demonstrates a results-driven mindset and prioritizes client interests.
• Applies regulatory due diligence in daily activities.

Skills

Sales experience

Client relationships

Communication skills

Time management

Regulatory due diligence

Education

Bachelor’s degree

Financial services exposure

Job description

Bank of America’s Merrill Wealth Management is seeking candidates for the Advisor Development Program, Financial Solutions Advisor Stage I, in Berkeley, CA. You begin by obtaining Securities Industry licenses (SIE, Series 7 and Series 66) and then learn the foundational skills to advise clients in complex financial scenarios.

As you progress to Merrill Financial Advisor and join a local wealth management office, you will build a new portfolio of affluent clients with dedicated training and