Elite Wealth Advisor for High-Net-Worth Clients

Bank of America; Galveston (TX); On-site; USD 90,000 - 150,000; Full time

Job summary

Bank of America’s Merrill Wealth Management division seeks a Financial Advisor Development Program participant to work with high-net-worth clients, assess financial goals, and prepare tailored investment recommendations. The MFSA path emphasizes elite growth, relationship building, and cross-team collaboration.

You will train to operate with advisor teams, grow a personal book of business, and progress toward independent practice, while earning Series licenses and financial industry credentials.

Qualifications

• FINRA SIE certification
• Experience in investments industry or advisory services
• Ability to obtain Series 7 and 66 licenses within program time
• Strong relationship-building and client-focused approach

Responsibilities

• Provide tailored investment advice and reviews for high-net-worth clients
• Partner with management to assess financial goals and recommend advisory strategies
• Develop a sustainable book of business and grow client relationships
• Leverage technology and resources to optimize client experience and operational excellence

Skills

Client Investments Management

Relationship Building

Sales & Advisory

Communication

Time Management

Education

Bachelor's Degree (business-related)

Tools

FINRA SIE

Series 7

Series 66

Job description

Bank of America’s Merrill Wealth Management division seeks a Financial Advisor Development Program participant to work with high-net-worth clients, assess financial goals, and prepare tailored investment recommendations. The MFSA path emphasizes elite growth, relationship building, and cross-team collaboration.

You will train to operate with advisor teams, grow a personal book of business, and progress toward independent practice, while earning Series licenses and financial industry credentials.