Wealth Management Advisor Trainee

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

Job summary

Bank of America Corporation's Merrill Wealth Management is seeking candidates for the Advisor Development Program - Financial Advisor in New Jersey. The role focuses on building relationships with high-net-worth clients, identifying needs, and delivering comprehensive investment guidance that aligns with client goals.

You will collaborate with Merrill Advisor teams to grow portfolios, complete required training, and progress toward a successful advisory career within Bank of America/Merrill.

Qualifications

• Currently holds Series 7 & 66 licenses (63 & 65 in lieu).
• Minimum of one year in financial services or a sales environment with goals met.
• Minimum of one year in investments industry with training and products knowledge.
• Proven ability to engage with and influence others.
• Strong interpersonal and relationship-building skills.
• Effective written and verbal communication; ability to build trust quickly.
• Ability to assess needs and recommend appropriate solutions.
• Team-oriented with collaboration across partners; strong listening skills.
• Goal- and results-oriented with an entrepreneurial mindset.
• Comfort with performance-based compensation.

Responsibilities

• Handles inbound inquiries regarding Merrill offerings.
• Positions the capabilities of Merrill and Bank of America.
• Collects client data following KYC to open accounts.
• Serves as interim Financial Advisor; recommends investments.
• Documents client interactions in Salesforce.

Skills

Business Acumen

Prospecting

Oral Communications

Wealth Planning

Portfolio Analysis

Risk Management

Active Listening

Client Solutions Advisory

Emotional Intelligence

Referral Management

Education

Bachelor's degree

High School Diploma

Tools

Microsoft Word

PowerPoint

Excel

Job description

Bank of America Corporation's Merrill Wealth Management is seeking candidates for the Advisor Development Program - Financial Advisor in New Jersey. The role focuses on building relationships with high-net-worth clients, identifying needs, and delivering comprehensive investment guidance that aligns with client goals.

You will collaborate with Merrill Advisor teams to grow portfolios, complete required training, and progress toward a successful advisory career within Bank of America/Merrill.