Wealth Advisor Development Track – Training & Growth

Bank of America; L'Isle-sur-la-Sorgue; On-site; EUR 70,000 - 78,000; Full time

Job summary

Bank of America’s Merrill Wealth Management invites you to join the Advisor Development Program for aspiring Financial Advisors. You will learn to identify client goals, develop relationships, and deliver comprehensive recommendations under mentorship from Merrill teams.

You’ll gain training, coaching, and exposure to a broad range of wealth management strategies, with opportunities to build a client book and advance within a structured career path.

Qualifications

• Currently holds Series 7 & 66 licenses or equivalents.
• Minimum 1 year in financial services or a sales environment with quota attainment.
• Investments industry experience and product knowledge required.

Responsibilities

• Developing a book of business to meet and exceed performance goals.
• Prioritize sourcing clients, referrals, and customized solutions.
• Recommend investment products aligned with client objectives and risk profile.
• Balance growth, referrals, and administrative tasks in daily planning.
• Collaborate with specialists to identify planning and investment strategies.

Skills

Business Development

Prospecting

Wealth Planning

Analytical Thinking

Client Experience Branding

Client Investments Management

Portfolio Analysis

Risk Management

Active Listening

Trading

Sales

Communication Skills

Education

Bachelor's degree in finance

Tools

Salesforce

Microsoft Excel

Microsoft PowerPoint

Microsoft Word

Job description

Bank of America’s Merrill Wealth Management invites you to join the Advisor Development Program for aspiring Financial Advisors. You will learn to identify client goals, develop relationships, and deliver comprehensive recommendations under mentorship from Merrill teams.

You’ll gain training, coaching, and exposure to a broad range of wealth management strategies, with opportunities to build a client book and advance within a structured career path.