Wealth Advisor Dev Program - Launch Your Career

Bank of America; Rogers (AR); On-site; USD 60,000 - 95,000; Full time

Job summary

Bank of America’s Merrill Advisor Development Program is designed for individuals excited to launch a career as a Financial Advisor. You will build a book of business, source clients through referrals, and deliver tailored investment guidance aligned with client objectives and risk tolerance.

You will collaborate with a broad network of banking and investment partners, providing end-to-end financial planning and advisory services.

Qualifications

• Bachelor’s degree is required or preferred.
• Experience in financial services or sales is valued.
• Licensing (Series 7/66 or 63/65 in lieu) is common for advisory roles.

Responsibilities

• Build a book of business to meet performance targets.
• Source clients via referrals and prospecting.
• Recommend investments based on client goals and risk profile.
• Balance growth, client care, and compliance in daily activity.
• Document client interactions and opportunities 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

Bachelor’s degree

Job description

Bank of America’s Merrill Advisor Development Program is designed for individuals excited to launch a career as a Financial Advisor. You will build a book of business, source clients through referrals, and deliver tailored investment guidance aligned with client objectives and risk tolerance.

You will collaborate with a broad network of banking and investment partners, providing end-to-end financial planning and advisory services.