Elite Growth Wealth Advisor Trainee

Bank of America; Towson (MD); On-site; USD 82,656,000 - 128,117,000; Full time

Benefits offered by this job

Formulaic incentive eligible

Benefits eligible

Job summary

Bank of America’s Merrill Wealth Management is seeking an EGP Trainee to develop and service a growing FA team client base, with a path to full licensing and designated qualifications. This marketing and sales development role targets the Elite Growth Practice, supporting the FA team in expanding client relationships and assets.

Typical duties include client servicing, pipeline development, coordination with specialists, and monitoring service levels aligned with firm standards.

Qualifications

• Experience in account management and client service.
• Strong relationship-building and communication skills.
• Willingness to obtain licenses and comply with SAFE Act requirements.

Responsibilities

• Develop and service client segments and deepen relationships.
• Gather assets from existing client base and coordinate with Merrill partners.
• Provide marketing and organizational support.
• Track client actions and ensure client satisfaction.
• Attend client reviews and support relationship deepening conversations.
• Manage client onboarding and escalations.

Skills

Account Management

Business Acumen

Client Management

Client Solutions

Advisory Portfolio Management

Referral Identification

Referral Management

Relationship Building

Administrative Services

Client Investments Management

Customer Service Management

Process Simplification

Tools

Salesforce

Job description

Bank of America’s Merrill Wealth Management is seeking an EGP Trainee to develop and service a growing FA team client base, with a path to full licensing and designated qualifications. This marketing and sales development role targets the Elite Growth Practice, supporting the FA team in expanding client relationships and assets.

Typical duties include client servicing, pipeline development, coordination with specialists, and monitoring service levels aligned with firm standards.