Wealth Advisor Development Program

13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc; Birmingham (AL); On-site; USD 75,000 - 120,000; Full time

Job summary

Merrill Wealth Management at Bank of America Corporation seeks a financial professional to work with high-net-worth clients, identifying needs, building relationships, and proposing investment goals. You’ll leverage technology, support business growth, and assist with privacy and regulatory guidelines.

Strong prospecting and team collaboration are essential. Experience in investments, a related degree, and proficiency with CRM and MS Office are preferred.

Qualifications

• Currently holds Series 7 and 66 licenses (or equivalent 63 and 65).
• Minimum of one year in investments and financial services sales with goals met.
• Strong interpersonal skills to build trust and credibility quickly.
• Proficient in Microsoft Office and CRM tools; able to use data to inform recommendations.
• Willingness to prospect, network, and manage client relationships.

Responsibilities

• Handle inbound inquiries from Merrill clients and prospects.
• Position Merrill and Bank of America capabilities to clients.
• Collect client profile data following KYC procedures to open accounts.
• Serve as interim Financial Advisor, recommending suitable investment products.
• Document all client interactions in Salesforce.

Skills

Series 7

Series 66

Investments knowledge

Client relations

Communication skills

Team collaboration

Tech literacy

Sales experience

Education

Bachelor's degree

Financial services experience

Tools

Salesforce

MS Word

PowerPoint

Excel

Job description

Merrill Wealth Management at Bank of America Corporation seeks a financial professional to work with high-net-worth clients, identifying needs, building relationships, and proposing investment goals. You’ll leverage technology, support business growth, and assist with privacy and regulatory guidelines.

Strong prospecting and team collaboration are essential. Experience in investments, a related degree, and proficiency with CRM and MS Office are preferred.