Future Wealth Advisor – Development Program

Bank of America; Washington (District of Columbia); On-site; USD 85,000 - 120,000; Full time

Job summary

Bank of America, Merrill Wealth Management, seeks a Financial Advisor Development Program participant to engage high-net-worth clients, develop relationships, and deliver comprehensive investment guidance aligned with client goals.

You will collaborate with Merrill advisory teams, completing trainings and driving portfolio growth while maintaining focus on compliance and client service. 40-hour weeks in a structured program environment.

Qualifications

• Licensed to handle securities (Series 7 & 66 or 63/65 in lieu).
• Experience in financial services or sales with measurable goals.
• Knowledge of investments and advisory products.
• Strong interpersonal and relationship-building abilities.
• Excellent written and verbal communication; ability to build trust.

Responsibilities

• Handle inbound inquiries regarding Merrill offerings and position the firm’s capabilities.
• Develop and grow a book of business, sourcing clients and referrals to meet performance hurdles.
• Recommend suitable investment products based on client objectives, time horizon, and risk profile.
• Balance growth, outreach, and compliance while developing long-term client relationships.
• Document client interactions and opportunities in Salesforce accurately.

Skills

Series 7 & 66 licenses

Sales experience

Investments knowledge

Interpersonal skills

Communication skills

Team collaboration

Financial services background

Education

Bachelor’s degree

Job description

Bank of America, Merrill Wealth Management, seeks a Financial Advisor Development Program participant to engage high-net-worth clients, develop relationships, and deliver comprehensive investment guidance aligned with client goals.

You will collaborate with Merrill advisory teams, completing trainings and driving portfolio growth while maintaining focus on compliance and client service. 40-hour weeks in a structured program environment.