Wealth Advisor Training & Mentorship Program

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

Benefits offered by this job

Industry-leading benefits

Paid time off

Support for employee development

Job summary

Bank of America Corporation's Merrill Wealth Management is seeking candidates for the Merrill Advisor Development Program - Financial Advisor. You will work with high-net-worth individuals, identify needs, develop relationships, review financial goals, and deliver comprehensive recommendations.

You will be mentored by Merrill Financial Advisor Teams to grow your portfolio and career. The program emphasizes training, onboarding, and hands-on client engagement to build a productive practice.

Qualifications

• Currently holds Series 7 & 66 licenses (63 & 65 in lieu of 66)
• Minimum of one year experience in financial services or a sales environment with goals met
• Minimum of one year experience in the investments industry with product knowledge
• Proven ability to engage, influence and build trust
• Strong communication and relationship-building skills
• Attention to compliance, time management and teamwork

Responsibilities

• Handles inbound inquiries from leads regarding Merrill offerings
• Position Merrill and Bank of America capabilities to clients
• Collect profile data following KYC procedures to open accounts
• Provide investment product recommendations aligned with client objectives
• Document client interactions 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 Corporation's Merrill Wealth Management is seeking candidates for the Merrill Advisor Development Program - Financial Advisor. You will work with high-net-worth individuals, identify needs, develop relationships, review financial goals, and deliver comprehensive recommendations.

You will be mentored by Merrill Financial Advisor Teams to grow your portfolio and career. The program emphasizes training, onboarding, and hands-on client engagement to build a productive practice.