Elite Wealth Advisor—Training for Independent Practice

Bank of America; Tulsa (OK); On-site; USD 55,000 - 75,000; Full time

Job summary

Bank of America Merrill Wealth Management seeks candidates for its MFSA development track to work with high-net-worth clients in a branch setting. You will identify goals, review investments, and prepare recommendations aligned with client objectives while collaborating with advisors to build a sustainable book of business.

You will undergo structured training in an Elite Growth Practice, gaining relationship management skills and the ability to operate client reviews and seminars.

Qualifications

• Currently holds FINRA Securities Industry Essentials (SIE) with 4+ years of progressive professional experience.
• 2+ years of experience in the investments industry.
• Ability to obtain Series 7 and Series 66 licenses within program time.
• Self-starter who can manage time and capacity effectively.
• Builds and nurtures strong client relationships and networks.

Responsibilities

• Provide tailored and personalized investment advice to high-net-worth clients.
• Identify client needs and align outcomes with goals through investment strategies.
• Shadow senior advisors to grow the book of business and meet financial targets.
• Leverage bank resources to optimize client experience and portfolio growth.
• Develop and maintain relationships with internal service providers to serve client needs.

Skills

Account Management

Client Investments Management

Client Management

Client Solutions Advisory

Relationship Building Advisory

Business Development

Shift: 1st shift

Education

Bachelor's Degree

FINRA SIE

Series 7 and 66 licenses

Job description

Bank of America Merrill Wealth Management seeks candidates for its MFSA development track to work with high-net-worth clients in a branch setting. You will identify goals, review investments, and prepare recommendations aligned with client objectives while collaborating with advisors to build a sustainable book of business.

You will undergo structured training in an Elite Growth Practice, gaining relationship management skills and the ability to operate client reviews and seminars.