Wealth Advisor: Build Client Portfolios & Goals

Bank of America Corporation; Ann Arbor (MI); On-site; USD 50,000 - 80,000; Full time

Job summary

Bank of America Merrill Wealth Management seeks candidates for its Advisor Development Program. The role supports building a client book, providing investment guidance, and collaborating with internal specialists to deliver tailored wealth-management solutions.

The program emphasizes training, mentoring, and a pathway to becoming a Financial Advisor, with a focus on compliance, client needs analysis, and growth through networking and referrals.

Qualifications

• Minimum of one year experience in financial services or a sales environment with targets.
• Proven ability to engage with and influence others.
• Proven ability to assess client needs and provide suitable solutions.

Responsibilities

• Developing a book of business to meet performance hurdles.
• Prioritizing sourcing prospective clients and leveraging referrals.
• Recommending investment products aligned with client objectives and risk profile.
• Documenting client interactions and opportunities in Salesforce.

Skills

Sales experience

Interpersonal skills

Communication skills

Education

Series 7 & 66 licenses

BA/BS or higher

Tools

Salesforce

Microsoft Office

Job description

Bank of America Merrill Wealth Management seeks candidates for its Advisor Development Program. The role supports building a client book, providing investment guidance, and collaborating with internal specialists to deliver tailored wealth-management solutions.

The program emphasizes training, mentoring, and a pathway to becoming a Financial Advisor, with a focus on compliance, client needs analysis, and growth through networking and referrals.