Elite Wealth Advisor Trainee for High-Net-Worth Clients

Bank of America Corporation; Wisconsin; On-site; USD 52,000 - 59,000; Full time

Job summary

Merrill Wealth Management at Bank of America Corporation seeks candidates for the Advisor Development Program. You will begin by serving both affluent and high-net-worth clients, learning to assess financial goals, present investment recommendations, and build trusted relationships within a structured growth path.

Through MFSA training, you’ll gain mentorship, expand your network, and progress toward independent advisory practice, located in a Merrill branch with current pathway to leadership

Qualifications

• FINRA SIE certification required.
• 4+ years of progressive professional and/or military experience.
• 2+ years of investments industry experience.
• Ability to obtain Series 7 and 66 licenses within program time.
• Self-starter with strong time management and capacity handling.
• Strong relationship-building and client engagement skills.
• Effective communication and regulatory due diligence familiarity.

Responsibilities

• Learn to provide tailored and personalized advice through client reviews and presentations.
• Assess financial goals and recommend investment advisory strategies.
• Build and nurture client relationships, contributing to business growth.
• Collaborate with teams to expand client solutions and maintain compliance.

Skills

FINRA SIE

Series 7

Series 66

Client Relationship

Time Management

Effective Communication

Regulatory Due Diligence

Strategic Goal Setting

Education

Bachelor's Degree in business-related field

Job description

Merrill Wealth Management at Bank of America Corporation seeks candidates for the Advisor Development Program. You will begin by serving both affluent and high-net-worth clients, learning to assess financial goals, present investment recommendations, and build trusted relationships within a structured growth path.

Through MFSA training, you’ll gain mentorship, expand your network, and progress toward independent advisory practice, located in a Merrill branch with current pathway to leadership