Financial Advisor Development Program – Wealth Management

Bank of America; Oklahoma City (OK); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America is seeking a Financial Advisor through the Advisor Development Program in the United States. The role focuses on growing a book of business, recommending suitable investment products, and collaborating with Merrill Wealth Management and Bank of America partners to meet clients’ financial goals.

The program emphasizes training, coaching, and a defined consultative approach, with a path to building a personal advisory practice and delivering end‑to‑end financial guidance.

Qualifications

• Bachelor’s degree or equivalent in relevant field.
• Series 7 & 66 licenses (or 63/65 in lieu) are required.
• Experience in financial services or sales with meeting/exceeding goals.
• Strong interpersonal skills and ability to influence others.

Responsibilities

• Develop a book of business to meet performance hurdles.
• Source clients via referrals and referrals, and prospecting.
• Recommend investment products aligned with client objectives and risk profile.
• Balance growth, referrals, and administrative tasks for a productive practice.
• Document client interactions in Salesforce and manage client accounts.

Skills

Business Acumen

Prospecting

Oral Communications

Client Experience Branding

Portfolio Analysis

Trading

Active Listening

Education

Bachelor’s degree

Tools

Salesforce

Microsoft Excel

PowerPoint

Job description

Bank of America is seeking a Financial Advisor through the Advisor Development Program in the United States. The role focuses on growing a book of business, recommending suitable investment products, and collaborating with Merrill Wealth Management and Bank of America partners to meet clients’ financial goals.

The program emphasizes training, coaching, and a defined consultative approach, with a path to building a personal advisory practice and delivering end‑to‑end financial guidance.