Wealth Advisor in Training – High‑Net‑Worth Focus

Bank of America; Hingham (MA); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

Award-winning Academy training

One-on-one coaching

Formulaic incentive plan

Job summary

Bank of America Merrill Advisor Development Program seeks driven individuals to become Financial Advisors. You will identify client needs, develop relationships, and deliver comprehensive recommendations aligned with goals for high-net-worth clients.

You will collaborate with Merrill Financial Advisor Teams, receive mentorship, and grow a productive practice while meeting performance goals through training and coaching. This role emphasizes client service and strategic planning.

Qualifications

• Currently holds Series 7 & 66 licenses (63/65 in lieu of 66).
• Minimum of one year in financial services or a sales role with targets met.
• Experience in investments and knowledge of investment products and services.
• Strong ability to engage, influence and build trust with clients.

Responsibilities

• Handle inbound inquiries regarding Merrill offerings and position Merrill/Bank capabilities.
• Collect client data per KYC and open accounts as appropriate.
• Serve as interim Financial Advisor, recommending suitable investment solutions.
• Document client interactions and opportunities in Salesforce.
• Collaborate with advisory teams to promote portfolio growth.

Skills

Business Acumen

Business Development

Oral Communications

Prospecting

Wealth Planning

Analytical Thinking

Client Experience

Client Investments

Portfolio Analysis

Risk Management

Active Listening

Client Advisory

Emotional Intelligence

Referral Management

Trading

Education

Bachelor's degree

Tools

Salesforce

MS Office (Word/PowerPoint/Excel)

Job description

Bank of America Merrill Advisor Development Program seeks driven individuals to become Financial Advisors. You will identify client needs, develop relationships, and deliver comprehensive recommendations aligned with goals for high-net-worth clients.

You will collaborate with Merrill Financial Advisor Teams, receive mentorship, and grow a productive practice while meeting performance goals through training and coaching. This role emphasizes client service and strategic planning.