Wealth Advisor Development Program

Bank of America Corporation; Atlanta (GA); On-site; USD 90,000 - 130,000; Full time

Job summary

Bank of America Corporation's Merrill Wealth Management is seeking a Financial Advisor/Wealth Management Associate to serve high-net-worth clients, identify needs, review goals, and recommend investment solutions. You will leverage Merrill's capabilities and Bank of America's banking convenience to help clients pursue their financial life goals.

The role emphasizes in-office collaboration, KYC data collection, and robust prospecting with compensation tied to performance; licenses (Series 7 and

Qualifications

• Currently holds Series 7 and 66 licenses (or the equivalent 63/65).
• At least 1 year in investments industry with product knowledge.
• At least 1 year in financial services or a sales role with goals met/exceeded.
• Proven ability to engage with and influence others.
• Strong interpersonal and relationship-building skills.
• Effective written and verbal communication.
• Ability to listen, assess needs, and propose solutions.
• Team-oriented with ability to collaborate with partners.
• Goal-oriented with strong follow-through.
• Entrepreneurial mindset with proactive prospecting.
• Proficient in Microsoft Word, PowerPoint, and Excel.

Responsibilities

• Handles inbound inquiries from leads regarding Merrill offering.
• Positions Merrill and Bank of America capabilities to clients.
• Collects client profile data following KYC to open accounts.
• Serves as interim Financial Advisor, recommending investments based on objectives and risk.
• Documents 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

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America Corporation's Merrill Wealth Management is seeking a Financial Advisor/Wealth Management Associate to serve high-net-worth clients, identify needs, review goals, and recommend investment solutions. You will leverage Merrill's capabilities and Bank of America's banking convenience to help clients pursue their financial life goals.

The role emphasizes in-office collaboration, KYC data collection, and robust prospecting with compensation tied to performance; licenses (Series 7 and