Wealth Advisor Dev Program - Fast Track to Advisory

Bank of America; Saint Simons Island (GA); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America is seeking candidates for the Merrill Advisor Development Program to become Financial Advisors serving high-net-worth individuals. You will develop client relationships, review financial goals, and deliver comprehensive recommendations with mentoring from Merrill teams.

The program emphasizes training, coaching, and a consultative approach to grow a productive practice and deliver end-to-end financial guidance.

Qualifications

• One year in financial services or sales with targets.
• One year in investments industry including investment training.
• Strong communication and relationship-building abilities.
• Ability to work collaboratively and source clients through prospecting.

Responsibilities

• Handle inbound inquiries regarding Merrill offerings.
• Position Merrill and Bank of America capabilities.
• Collect client profile data following KYC procedures to open accounts.
• Provide investment product recommendations based on client objectives and risk profile.
• Document client interactions and opportunities in Salesforce.

Skills

Series 7 license

Series 66 license

Sales experience

Interpersonal skills

Communication

Client relationship building

Prospecting

Financial knowledge

Time management

Education

Bachelor's degree

Tools

Salesforce

Microsoft Word

PowerPoint

Excel

Job description

Bank of America is seeking candidates for the Merrill Advisor Development Program to become Financial Advisors serving high-net-worth individuals. You will develop client relationships, review financial goals, and deliver comprehensive recommendations with mentoring from Merrill teams.

The program emphasizes training, coaching, and a consultative approach to grow a productive practice and deliver end-to-end financial guidance.