Advisor Development Program: Wealth Advisor in Training

Bank of America; Hilton Head Island (SC); On-site; USD 70,000 - 110,000; Full time

Job summary

Bank of America’s Merrill Advisor Development Program invites you to work with high-net-worth clients, identify needs, and deliver comprehensive recommendations. You will be mentored by Merrill Financial Advisor Teams to build experience and promote portfolio growth.

The role emphasizes supervising prospects, coordinating with internal specialists, and delivering end-to-end advisory services with compliance and ongoing education requirements.

Qualifications

• Licenses: Series 7 & 66 (63 & 65 in lieu of 66) required.
• Bachelor's degree and at least one year in financial services or sales.
• Ability to engage with and influence others and build trust quickly.

Responsibilities

• Handle inbound inquiries regarding Merrill offerings and position Bank of America capabilities.
• Develop a book of business to meet growth and performance goals.
• Collect client profile data and open accounts per KYC procedures.
• Serve as interim Financial Advisor, recommending suitable investment products.
• Document client interactions and opportunities in Salesforce.

Skills

Business Acumen

Business Development

Oral Communications

Prospecting

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

Microsoft PowerPoint

Microsoft Excel

Job description

Bank of America’s Merrill Advisor Development Program invites you to work with high-net-worth clients, identify needs, and deliver comprehensive recommendations. You will be mentored by Merrill Financial Advisor Teams to build experience and promote portfolio growth.

The role emphasizes supervising prospects, coordinating with internal specialists, and delivering end-to-end advisory services with compliance and ongoing education requirements.