Wealth Advisor – Training & Growth Path

Bank of America Corporation; Auburn Hills (MI); On-site; USD 65,000 - 95,000; Full time

Job summary

Bank of America Merrill Wealth Management seeks a Financial Advisor Development Program participant to build a client book and provide goals-based planning and investment guidance. You will partner with bankers and investment partners to deliver comprehensive advice and end-to-end client solutions.

You will develop relationships, source clients through referrals and networking, and complete required trainings while working in an in-office culture with role-based attendance expectations.

Qualifications

• Series 7 and 66 licenses required (63/65 in lieu of 66).
• At least one year in financial services or sales with targets met.
• Experience in investments and knowledge of investment products.
• Proven ability to engage, influence and build trust.
• Strong interpersonal and relationship-building skills.
• Excellent written and verbal communication; trust through clarity.
• Proven ability to source clients through prospecting and networking.
• Ability to thrive in a performance-driven compensation environment.

Responsibilities

• Develop a book of business to meet performance hurdles.
• Prioritize sourcing clients, assess needs, refer to specialists, deliver tailored solutions.
• Recommend investment products based on objectives, resources and time horizon.
• Balance growth, referrals, follow-up, prospecting, and compliance.
• Organize resources to run a productive practice.
• Consult with specialists to identify planning and investment strategies.
• Complete mandated training, assessments and continuing education.

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

Series 7 & 66 licenses

Education

Bachelor’s degree

Tools

Salesforce

Microsoft Word

PowerPoint

Excel

Job description

Bank of America Merrill Wealth Management seeks a Financial Advisor Development Program participant to build a client book and provide goals-based planning and investment guidance. You will partner with bankers and investment partners to deliver comprehensive advice and end-to-end client solutions.

You will develop relationships, source clients through referrals and networking, and complete required trainings while working in an in-office culture with role-based attendance expectations.