Growth-Minded Wealth Advisor Kansas City Market

Bank of America; Springfield (MO); On-site; USD 65,000 - 120,000; Full time

Job summary

Bank of America’s Merrill Wealth Management is seeking candidates for the Advisor Development Program to become Financial Advisors serving high-net-worth clients in a branch setting. You will identify client needs, build relationships, review investment goals, and prepare recommendations aligned with client objectives.

The program emphasizes on-the-job training, regulatory compliance, and a path to licensing (Series 7/66) while developing a sustainable book of business.

Qualifications

• Current holds FINRA Securities Industry Essentials (SIE).
• 4+ years of progressive professional and/or military experience.
• 2+ years experience in investments industry.
• Ability to obtain Series 7 and 66 licenses within allotted program time.
• Self-starter who efficiently manages time and capacity.
• Sets and accomplishes goals, achieving whatever one sets their mind to.
• Builds and nurtures strong relationships.
• Collaborates effectively with others to get things done.
• Communicates effectively and confidently and is comfortable engaging all clients.
• Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
• Loves to learn, adapts to new information and seeks the right solutions for clients.
• Is thorough and thoughtful in incorporating regulatory due diligence into daily activities and long-term strategies.

Responsibilities

• Learns how to provide tailored and personalized advice to clients through reviews and presentations, including partnering with management to assess financial goals and recommending investment advisory strategies.
• Understands client solutions best suited for their financial needs, such as core Banking and Investment and Life Priority solutions.
• Shadows Financial Advisor teams to build their network by sharing market developments and discussing new products to promote portfolio growth.
• Leverages resources and technologies to optimize the customer experience and serve the bank's clients with operational excellence and accuracy.
• Participates in ongoing training focused on developing a book of business to meet and exceed financial targets and progress as an advisor.
• Builds relationships with internal service providers based on client needs and asset thresholds.
• Manages risk proactively in every aspect of business, product, and service transactions.

Skills

SIE

Series 7/66 licenses

Relationship building

Time management

Communication

Financial knowledge

Education

Bachelor's Degree in business-related field

Job description

Bank of America’s Merrill Wealth Management is seeking candidates for the Advisor Development Program to become Financial Advisors serving high-net-worth clients in a branch setting. You will identify client needs, build relationships, review investment goals, and prepare recommendations aligned with client objectives.

The program emphasizes on-the-job training, regulatory compliance, and a path to licensing (Series 7/66) while developing a sustainable book of business.