Wealth Advisor Development Program

Bank of America; Atlanta (GA); On-site; USD 75,000 - 110,000; Full time

Job summary

Bank of America’s Merrill Wealth Management is seeking a dedicated Advisor Development Program – Financial Advisor to identify client needs, build relationships, and deliver comprehensive investment guidance. You will collaborate with Merrill Financial Advisor Teams to grow a book of business and provide end-to-end advice aligned with clients’ life goals.

You will balance growth, referrals, and ongoing development while leveraging Bank of America’s resources and training programs to advance your

Qualifications

• Bachelor’s degree or equivalent in business, finance, or related field.
• Experience in financial services or sales with goal attainment.
• Strong interpersonal and relationship-building skills.

Responsibilities

• Handle inquiries from leads regarding Merrill offerings and position the capabilities of Bank of America.
• Collect client profile data following KYC procedures to open accounts.
• Provide investment recommendations aligned with client objectives and time horizon.
• Document client interactions in Salesforce and support a productive practice.

Skills

Business Acumen

Prospecting

Oral Communications

Wealth Planning

Analytical Thinking

Client Experience

Trading

Management

Risk Management

Active Listening

Client Solutions

Education

Bachelor’s degree

Tools

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

Bank of America’s Merrill Wealth Management is seeking a dedicated Advisor Development Program – Financial Advisor to identify client needs, build relationships, and deliver comprehensive investment guidance. You will collaborate with Merrill Financial Advisor Teams to grow a book of business and provide end-to-end advice aligned with clients’ life goals.

You will balance growth, referrals, and ongoing development while leveraging Bank of America’s resources and training programs to advance your