Wealth Advisor Dev Program — Launch Your Financial Career

Bank of America Corporation; Dothan (AL); On-site; USD 70,000 - 110,000; Full time

Job summary

Bank of America Corporation is seeking a Financial Advisor within Merrill Wealth Management to engage high-net-worth clients, develop relationships, assess investment goals, and prepare tailored recommendations. The role emphasizes leveraging technology to drive business growth and maintaining rigorous KYC practices.

Internal teammates who currently work from home may need to work onsite per policy; strong communication and collaboration across teams are essential for success.

Qualifications

• Series 7 and 66 licenses required (or 63/65 in lieu).
• Minimum 1 year of investments experience and/or financial services sales with targets met.
• Proven ability to engage with and influence others.
• Excellent written and verbal communication skills.
• Proficient in Microsoft Word, PowerPoint and Excel.

Responsibilities

• Handles inbound inquiries from leads regarding Merrill offering.
• Positions the extensive capabilities of Merrill and Bank of America.
• Collects client profile data following KYC procedures to open accounts as appropriate.
• Serves as interim Financial Advisor, providing investment product recommendations based on client objectives.
• Documents all client interactions and opportunities in Salesforce accurately.

Skills

Client relationships

KYC procedures

Sales experience

Interpersonal skills

Goal-oriented

Team collaboration

Prospecting

Adaptability

Communication

Education

Bachelor’s degree

High School Diploma

Tools

Salesforce

Microsoft Word

PowerPoint

Excel

Job description

Bank of America Corporation is seeking a Financial Advisor within Merrill Wealth Management to engage high-net-worth clients, develop relationships, assess investment goals, and prepare tailored recommendations. The role emphasizes leveraging technology to drive business growth and maintaining rigorous KYC practices.

Internal teammates who currently work from home may need to work onsite per policy; strong communication and collaboration across teams are essential for success.