Elite Wealth Advisor Trainee Growth & Training

Bank of America Corporation; Highland (IL); On-site; USD 53,000 - 60,000; Full time

Job summary

Bank of America Corporation's Merrill Wealth Management is seeking a Financial Advisor Development Program participant to serve high-net-worth clients in a Merrill branch, building relationships and delivering tailored investment recommendations.

The MFSA role provides mentoring, training, and a path to independent practice, with emphasis on compliance, client reviews, and growth within an Elite Growth Practice.

Qualifications

• FINRA SIE certification or equivalent
• 2+ years in investments or financial services
• Ability to obtain Series 7 and 66 licenses within program time

Responsibilities

• Provide tailored investment advice to clients through reviews and presentations
• Partner with management to assess financial goals and recommend investment strategies
• Develop a sustainable book of business and build relationships with internal service providers
• Leverage technology to support client experiences and growth
• Participate in ongoing training to meet financial targets and progress in the advisor path
• Manage risk and ensure regulatory due diligence in daily activities

Skills

Account Management

Client Investments

Client Management

Relationship Building

Advisory

Sales

Communication

Prospecting

Education

Bachelor's Degree (business preferred)

Job description

Bank of America Corporation's Merrill Wealth Management is seeking a Financial Advisor Development Program participant to serve high-net-worth clients in a Merrill branch, building relationships and delivering tailored investment recommendations.

The MFSA role provides mentoring, training, and a path to independent practice, with emphasis on compliance, client reviews, and growth within an Elite Growth Practice.