Wealth Advisor Development Track

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

Benefits offered by this job

Formulaic incentive plan eligibility

Job summary

Bank of America Corporation's Merrill Wealth Management is seeking candidates for the Advisor Development Program to serve high-net-worth clients. You will identify needs, build relationships, review goals, and prepare investment recommendations while using technology to drive growth and client engagement.

You will also help execute business development plans while adhering to privacy and regulatory requirements.

Qualifications

• Current Series 7 and 66 licenses (or 63/65 in lieu of 66)
• Minimum 1 year of investments industry experience
• Minimum 1 year in financial services and/or a sales environment with targets
• Proven ability to engage with and influence others
• Exceptional interpersonal and relationship-building skills
• Effective written and verbal communication
• Proven ability to listen and probe for clarity and understanding
• Proven ability to collaborate on a team
• Entrepreneurial mindset with ability to source clients via prospecting and networking
• Proficient in MS Word, PowerPoint, and Excel

Responsibilities

• Handles inbound inquiries from Merrill leads
• Position Merrill and Bank of America capabilities
• Collects client profile data following KYC procedures to open accounts
• Serves as interim Financial Advisor, recommending suitable investments
• Documents all client interactions in Salesforce

Skills

Series 7 license

Series 66 license

Investment experience

Sales experience

Interpersonal skills

Communication skills

Active listening

Team collaboration

Tech literacy

Prospecting & networking

Goal oriented

Education

Bachelor's degree

Tools

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

Bank of America Corporation's Merrill Wealth Management is seeking candidates for the Advisor Development Program to serve high-net-worth clients. You will identify needs, build relationships, review goals, and prepare investment recommendations while using technology to drive growth and client engagement.

You will also help execute business development plans while adhering to privacy and regulatory requirements.