Wealth Advisor Training Program | Fast-Track to Financial Advice

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

Job summary

Bank of America Corporation in the United States seeks a candidate for the Advisor Development Program to transition into a Financial Advisor role. The position handles high-net-worth client needs, develops relationships, reviews investment goals, and prepares recommendations while leveraging Merrill’s capabilities alongside Bank of America tools.

The role requires financial licenses, a strong sales mindset, and the ability to work in a regulatory environment with strict privacy and compliance

Qualifications

• Currently holds Series 7 and 66 licenses (or the equivalent 63 and 65 in lieu of 66)
• Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services
• Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded
• Proven ability to engage with and influence others
• Exceptional interpersonal and relationship building skills with a proven ability to quickly build trust and credibility
• Effective communication skills (written and verbal)
• Proven ability to listen and probe for clarity and understanding; assess needs; and recommend appropriate solutions/interventions
• Proven ability to work collaboratively on a team and with key partners
• Goal and results oriented with strong follow‑through skills
• Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking

Responsibilities

• Handles inbound inquiries from leads regarding Merrill offering and presents the extensive capabilities of Merrill and Bank of America
• Collects the necessary client profile data, following standard KYC procedures to open accounts as appropriate
• Serves as interim Financial Advisor, providing recommendations of investment products and services suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences
• Documents all client interactions and opportunities within Salesforce accurately

Skills

Relationship building

Prospecting

Wealth planning

Analytical thinking

Client experience

Oral communications

Active listening

Business acumen

Risk management

Trading

Education

Bachelor’s degree

High School Diploma / GED

Tools

Salesforce

Excel

PowerPoint

Word

Job description

Bank of America Corporation in the United States seeks a candidate for the Advisor Development Program to transition into a Financial Advisor role. The position handles high-net-worth client needs, develops relationships, reviews investment goals, and prepares recommendations while leveraging Merrill’s capabilities alongside Bank of America tools.

The role requires financial licenses, a strong sales mindset, and the ability to work in a regulatory environment with strict privacy and compliance