Financial Advisor Dev Program: Launch Your Wealth Career

Bank of America; Hot Springs (AR); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America’s Merrill Wealth Management offers the Advisor Development Program designed for individuals transitioning to a financial advisory career. You will develop a book of business, rely on training, and build trusted client relationships supported by Merrill’s investment insights and banking integration.

The role emphasizes sourcing prospects, recommending suitable investment products, and collaborating with specialists while completing mandated training and regulatory requirements.

Qualifications

• Bachelor’s degree or higher required.
• Licenses (Series 7 and 66) required; 63/65 accepted in lieu of 66.
• Minimum 1 year in financial services or sales.
• Strong interpersonal and communication skills.
• Ability to source clients through prospecting and networking.

Responsibilities

• Develop a book of business to meet performance hurdles.
• Source clients via referrals and networking.
• Recommend suitable investment products.
• Balance growth with client service and compliance.
• Document interactions in Salesforce.

Skills

Business Acumen

Prospecting

Oral Communications

Wealth Planning

Analytical Thinking

Client Experience

Portfolio Analysis

Risk Management

Active Listening

Trading

Education

Bachelor's degree

Job description

Bank of America’s Merrill Wealth Management offers the Advisor Development Program designed for individuals transitioning to a financial advisory career. You will develop a book of business, rely on training, and build trusted client relationships supported by Merrill’s investment insights and banking integration.

The role emphasizes sourcing prospects, recommending suitable investment products, and collaborating with specialists while completing mandated training and regulatory requirements.