High-Net-Worth Wealth Advisor Development Program

Bank of America; Lake Jackson (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

Bank of America’s Merrill Wealth Management is seeking an MFSA (Merrill Financial Solutions Advisor) within a branch to develop relationships with high‑net‑worth clients, identify needs, review goals, and prepare investment recommendations aligned with client objectives.

You will work with affluent clients, leverage technology to drive growth, and participate in comprehensive training to become a successful advisor.

Qualifications

• FINRA SIE currently held or eligible
• 4+ years of progressive professional and/or military experience
• 2+ years of experience in the investments industry
• Ability to obtain Series 7 and 66 licenses within program time
• Self‑starter who manages time and capacity
• Sets and accomplishes goals, achieving what one sets their mind to
• Builds and nurtures strong relationships
• Collaborates effectively with others to get things done
• Communicates effectively and confidently with all clients
• Manages goals, navigates complexity in a fast‑paced environment
• Loves to learn, adapts to new information and seeks the right solutions for clients
• Incorporates 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
• Understands client solutions best suited for financial needs (core Banking, Investment and Life Priority)
• Shadows Financial Advisor teams to grow portfolio
• Leverages resources and technologies to optimize customer experience
• Participates in ongoing training to develop a book of business to meet financial targets
• Builds relationships with internal service providers based on client needs
• Manages risk proactively in all business activities

Skills

Account Management

Client Investments Management

Client Management

Client Solutions Advisory

Relationship Building

Advisory

Business Development

Pipeline Management

Portfolio Management

Client Experience Branding

Issue Management

Prospecting

Referral Identification

Sales Performance Management

Education

Bachelor's Degree

Job description

Bank of America’s Merrill Wealth Management is seeking an MFSA (Merrill Financial Solutions Advisor) within a branch to develop relationships with high‑net‑worth clients, identify needs, review goals, and prepare investment recommendations aligned with client objectives.

You will work with affluent clients, leverage technology to drive growth, and participate in comprehensive training to become a successful advisor.