Advisor Development Program – Financial Advisor

Bank of America

Financial Advisor role at Merrill Wealth Management focusing on high-net worth client engagement and comprehensive financial recommendations. Collaborating with advisory teams to enhance client relationships and financial solutions.

Posted 4/15/2026full-timeBoston • Massachusetts • 🇺🇸 United StatesJunior💰 $80,000 - $90,000 per yearWebsite

About the role

Key responsibilities & impact

Responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations that align with the goals of both existing and prospective clients
Developing a book of business in order to meet and exceed established performance hurdles
Effectively prioritizing sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs
Organizing and managing resources (time, people, budget) to run a productive practice
Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client

Requirements

What you’ll need

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

Benefits

Comp & perks

Access to paid time off
Industry-leading benefits
Professional development opportunities

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

investment trainingknowledge of investment productsfinancial goal assessmentcustomized solution developmentperformance metricsprospectingnetworking

Soft Skills

interpersonal skillsrelationship buildingeffective communicationcollaborationlisteninggoal-orientedentrepreneurial mindsetstrong follow-through

Certifications

Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license