Wealth Management: Financial Advisor Trainee

Bank of America; Charlotte Amalie (United States Virgin Islands); On-site; USD 60,000 - 90,000; Full time

Job summary

Merrill Advisor Development Program at Bank of America seeks candidates to grow a book of business while coordinating with Merrill Financial Advisor Teams. You will learn to deliver comprehensive financial recommendations and build relationships with high-net-worth clients.

This in-office role emphasizes responsible growth, client service, and collaboration with banking and investment partners to meet clients’ life goals.

Qualifications

• Currently holds Series 7 & 66 licenses (63 & 65 in lieu of 66).
• Minimum of one year experience in the financial services industry or a sales environment with goals met or exceeded.
• Minimum of one year experience in the investments industry, including investment training and knowledge of investment products and services.

Responsibilities

• Handles inbound inquiries from leads regarding Merrill offerings.
• Positions the extensive capabilities of Merrill and Bank of America.
• Collects client profile data following KYC procedures to open accounts as appropriate.
• Serves as interim Financial Advisor, recommending investments based on objectives, resources and risk.
• Documents all client interactions and opportunities in Salesforce.

Skills

Business Acumen

Business Development

Oral Communications

Prospecting

Wealth Planning

Analytical Thinking

Client Experience

Branding

Investment Management

Portfolio Analysis

Risk Management

Active Listening

Solutions Advisory

Emotional Intelligence

Referral Management

Trading

Education

Bachelor’s degree

Tools

Salesforce

Microsoft Word

PowerPoint

Excel

Job description

Merrill Advisor Development Program at Bank of America seeks candidates to grow a book of business while coordinating with Merrill Financial Advisor Teams. You will learn to deliver comprehensive financial recommendations and build relationships with high-net-worth clients.

This in-office role emphasizes responsible growth, client service, and collaboration with banking and investment partners to meet clients’ life goals.