Advisor Development Program: Launch Your Wealth Career

Bank of America

Amarillo (TX)

On-site

USD 60,000 - 90,000

Full time

14 days+

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Job summary

Bank of America Merrill Wealth Management seeks candidates for the Advisor Development Program - Financial Advisor. You will build relationships with high-net-worth clients, assess financial goals, and deliver comprehensive recommendations aligned to client objectives within a collaborative team environment.

You will be mentored by Merrill Financial Advisor Teams, gain exposure to investment strategies, and develop a portable practice through training, coaching, and hands-on client work in a

Qualifications

Bachelor's degree or higher in a related field.
Series 7 & 66 licenses (63/65 in lieu of 66) preferred.
Strong interpersonal and relationship-building skills.
Ability to source clients through prospecting and networking.

Responsibilities

Handle inbound inquiries and position Merrill/Bank of America capabilities.
Collect client data with KYC, open accounts as appropriate.
Provide investment recommendations aligned to client objectives.
Document interactions in Salesforce and manage a productive practice.

Skills

Business Acumen

Prospecting

Oral Communications

Wealth Planning

Analytical Thinking

Client Experience Branding

Client Investments Management

Portfolio Analysis

Risk Management

Active Listening

Client Solutions Advisory

Emotional Intelligence

Referral Management

Trading

Education

Bachelor's degree

Tools

Microsoft Word

PowerPoint

Excel

Job description

You will be mentored by Merrill Financial Advisor Teams, gain exposure to investment strategies, and develop a portable practice through training, coaching, and hands-on client work in a

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