Wealth Advisor Development: Build a High-Net-Worth Practice

Bank of America; Las Cruces (NM); On-site; USD 65,000 - 90,000; Full time

Job summary

Bank of America’s Merrill Advisor Development Program invites you to launch a career in wealth management. You will work with high-net-worth clients, build a relationship-driven practice, and collaborate with Merrill Financial Advisor Teams to grow a book of business.

Participation includes world-class training, coaching, and a structured development plan to become a licensed Financial Advisor, with accountability for performance and ongoing education.

Qualifications

• Bachelor's degree or equivalent experience in financial services or sales.
• Experience in financial services or sales with goal attainment.
• Knowledge of investment products and services.

Responsibilities

• Handle inbound inquiries and present Merrill and Bank of America capabilities.
• Gather client profile data following KYC to open accounts as appropriate.
• Provide investment recommendations aligned with client objectives and risk tolerance.
• 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

Tools

Microsoft Word

PowerPoint

Excel

Salesforce

Job description

Bank of America’s Merrill Advisor Development Program invites you to launch a career in wealth management. You will work with high-net-worth clients, build a relationship-driven practice, and collaborate with Merrill Financial Advisor Teams to grow a book of business.

Participation includes world-class training, coaching, and a structured development plan to become a licensed Financial Advisor, with accountability for performance and ongoing education.