Wealth Advisor Dev Program: Launch High Net Worth Career

Bank of America Corporation; Salem (OR); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

Formulaic incentive plan

Industry-leading benefits

Paid time off

Job summary

Merrill Wealth Management, a premier unit of Bank of America Corporation, seeks an Advisor Development professional to build relationships with high-net-worth clients and translate goals into investment plans.

You will leverage Merrill’s insights with Bank of America's banking capabilities, driving business growth while maintaining regulatory and privacy standards. Strong candidates combine sales drive with financial service knowledge.

Qualifications

• Currently holds Series 7 and 66 licenses (or equivalents)
• Minimum of one year of investments industry experience
• Experience in sales environment with goals
• Strong interpersonal and relationship-building skills
• Effective written and verbal communication

Responsibilities

• Handle inbound inquiries from Merrill leads
• Position Merrill and Bank of America capabilities
• Collect client profile data per KYC procedures to open accounts
• Serve as interim Financial Advisor with investment recommendations
• Document all client interactions in Salesforce

Skills

Business Acumen

Business Development

Oral Communications

Prospecting

Wealth Planning

Analytical Thinking

Client Experience Branding

Client Investments Management

Portfolio Analysis

Risk Management

Active Listening

Client Solutions Advisory

Emotional Intelligence

Referral Management

Trading

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor's degree

Tools

Microsoft Word

PowerPoint

Excel

Job description

Merrill Wealth Management, a premier unit of Bank of America Corporation, seeks an Advisor Development professional to build relationships with high-net-worth clients and translate goals into investment plans.

You will leverage Merrill’s insights with Bank of America's banking capabilities, driving business growth while maintaining regulatory and privacy standards. Strong candidates combine sales drive with financial service knowledge.