Aspiring Wealth Advisor: Fast-Track Development Program

Bank of America Corporation; Leawood (KS); On-site; USD 65,000 - 95,000; Full time

Job summary

Bank of America Corporation's Merrill Wealth Management unit seeks a Financial Advisor or Wealth Management Client Associate to work with high-net-worth clients. You will identify needs, develop relationships, review investment goals, and prepare recommendations while leveraging Merrill's capabilities and Salesforce to manage client data.

Role emphasizes growth through prospecting, regulatory awareness, and collaboration with partners.

Qualifications

• Current Series 7 and 66 licenses (or equivalent: 63/65)
• Minimum of one year of experience in investments
• Experience in financial services or sales meeting goals
• Strong interpersonal skills and ability to build trust
• Proficient in Microsoft Office and CRM tools

Responsibilities

• Handle inbound inquiries and position Merrill and Bank of America capabilities.
• Collect client data following KYC procedures to open accounts.
• Serve as interim Financial Advisor, recommending suitable investment products.
• Document client interactions and opportunities in Salesforce accurately.

Skills

Relationship building

Communication

Prospecting

Team collaboration

KYC procedures

Sales mindset

Financial advisory

Education

Bachelor’s degree in finance or related field

Tools

Salesforce

Excel

Word

PowerPoint

Job description

Bank of America Corporation's Merrill Wealth Management unit seeks a Financial Advisor or Wealth Management Client Associate to work with high-net-worth clients. You will identify needs, develop relationships, review investment goals, and prepare recommendations while leveraging Merrill's capabilities and Salesforce to manage client data.

Role emphasizes growth through prospecting, regulatory awareness, and collaboration with partners.