Wealth Advisor: High-Net-Worth Clients & Growth Training

Bank of America; San Diego (CA); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

Formulaic incentive plan

Benefits eligible

Job summary

Bank of America is seeking candidates for the Merrill Advisor Development Program to become Financial Advisors serving high-net-worth clients. You will identify client needs, review goals, and prepare investment recommendations while leveraging Merrill and Bank of America resources to grow a book of business.

The role emphasizes sourcing clients through referrals and networking, adhering to privacy and regulatory guidelines, and completing mandated training and performance goals within a

Qualifications

• Licenses: Series 7 and 66 (or equivalents 63 and 65)
• Minimum 1 year in investments industry or financial services sales
• Strong communication and relationship-building skills
• Ability to source clients through prospecting and networking
• Comfort with performance-based compensation and a team-based environment

Responsibilities

• Handle inbound inquiries from leads regarding Merrill offerings
• Position Merrill and Bank of America capabilities to prospects
• Collect client profile data following KYC procedures to open accounts
• Serve as interim Financial Advisor, recommending suitable investment products
• Document all client interactions and opportunities in Salesforce accurately

Skills

Business Acumen

Business Development

Oral Communications

Prospecting

Wealth Planning

Analytical Thinking

Client Experience Branding

Client Investments Management

Portfolio Analysis

Risk Management

Active Listening

Client Solutions Advisory

Emotional Intelligence

Referral Management

Trading

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor’s degree

Tools

Microsoft Word

PowerPoint

Excel

Job description

Bank of America is seeking candidates for the Merrill Advisor Development Program to become Financial Advisors serving high-net-worth clients. You will identify client needs, review goals, and prepare investment recommendations while leveraging Merrill and Bank of America resources to grow a book of business.

The role emphasizes sourcing clients through referrals and networking, adhering to privacy and regulatory guidelines, and completing mandated training and performance goals within a