Elite Wealth Advisor for High-Net-Worth Clients

National Black MBA Association; San Jose (CA); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

Industry-leading benefits

Paid time off

Job summary

Bank of America’s Merrill Wealth Management is seeking individuals for the Advisor Development Program – Financial Advisor. You will work with high-net-worth clients, identify needs, review goals, and deliver comprehensive investment recommendations in collaboration with Merrill teams.

The role emphasizes mentorship, training through the Academy, and a consultative approach to growing a client book while balancing growth with compliance and relationship management.

Qualifications

• Minimum of one year in investments or financial services
• Licenses: Series 7 and 66 (or 63/65 in lieu)
• Proven ability to engage with and influence others
• Strong written and verbal communication skills
• Ability to source clients through prospecting and networking

Responsibilities

• Handle inbound inquiries regarding Merrill offerings
• Position Merrill/Bank of America capabilities to clients
• Collect client profile data following KYC procedures
• Provide recommended investment products aligned with client goals
• Document interactions in Salesforce
• Support development of a productive practice and schedule

Skills

Communication

Relationship building

Prospecting

Team collaboration

Adaptability

Interpersonal skills

Technical literacy

Education

High School Diploma / GED

Bachelor’s degree (preferred)

Tools

Salesforce

Microsoft Word

PowerPoint

Excel

Job description

Bank of America’s Merrill Wealth Management is seeking individuals for the Advisor Development Program – Financial Advisor. You will work with high-net-worth clients, identify needs, review goals, and deliver comprehensive investment recommendations in collaboration with Merrill teams.

The role emphasizes mentorship, training through the Academy, and a consultative approach to growing a client book while balancing growth with compliance and relationship management.