Wealth Advisor Dev Program for High-Net-Worth Growth

Bank of America Corporation; Columbia (MD); On-site; USD 60,000 - 100,000; Full time

Job summary

Bank of America Corporation, through Merrill Wealth Management, seeks Financial Advisors to work with high-net-worth clients, identifying needs and developing tailored investment recommendations. The role emphasizes relationship building, data profiling, and compliant advisory service within a collaborative team.

Candidates should possess relevant licenses, strong communication, and proven sales experience.

Qualifications

• Minimum of one year of experience in the investments industry.
• Bachelor’s degree and/or financial services experience in a sales environment.
• Strong networking and client engagement skills.

Responsibilities

• Handle inbound inquiries from leads and present Merrill offerings.
• Identify client needs, profile data, and follow KYC procedures to open accounts as appropriate.
• Serve as interim Financial Advisor, recommending investment products based on objectives and risk profile.
• Document all client interactions and opportunities in Salesforce.
• Collaborate with team and partners to drive business development and client growth.

Skills

Series 7 and 66 licenses

Investment product knowledge

Client relationship building

Sales ability

Excellent communication

Salesforce proficiency

Education

Bachelor’s degree

Tools

Salesforce

Job description

Bank of America Corporation, through Merrill Wealth Management, seeks Financial Advisors to work with high-net-worth clients, identifying needs and developing tailored investment recommendations. The role emphasizes relationship building, data profiling, and compliant advisory service within a collaborative team.

Candidates should possess relevant licenses, strong communication, and proven sales experience.