Wealth Advisor Development Program

Bank of America; Alpharetta (GA); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America’s Merrill Wealth Management Advisor Development Program prepares individuals to become Financial Advisors, working with high-net-worth clients in a branch setting. You identify needs, build relationships, review goals, and prepare investment recommendations aligned with client objectives.

The program emphasizes leveraging technology, profiling client investment resources, and building a sustainable book of business while adhering to SAFE Act requirements for mortgage loan

Qualifications

• FINRA SIE registration and 4+ years of relevant experience.
• 2+ years experience in investments industry.
• Ability to obtain Series 7 and 66 licenses within program time.
• Strong client relationship and advisory capabilities.
• Self-starter with time management and goal orientation.

Responsibilities

• Provide tailored advice to clients through reviews and presentations with management input.
• Identify client needs and develop investment recommendations aligned with goals.
• Build and maintain a sustainable book of business and participate in advisory team growth.
• Leverage resources and technology to enhance client experience and operational accuracy.
• Develop relationships with internal service providers to meet client assets thresholds.
• Manage risk in business, product, and service transactions.

Skills

Communication skills

Relationship building

Time management

Self-motivation

Team collaboration

Education

Bachelor's degree

CFP designation (preferred)

CRPC designation (preferred)

Job description

Bank of America’s Merrill Wealth Management Advisor Development Program prepares individuals to become Financial Advisors, working with high-net-worth clients in a branch setting. You identify needs, build relationships, review goals, and prepare investment recommendations aligned with client objectives.

The program emphasizes leveraging technology, profiling client investment resources, and building a sustainable book of business while adhering to SAFE Act requirements for mortgage loan