Wealth Advisor Development Program

Bank of America Corporation; Columbia (MD); On-site; USD 80,000 - 90,000; Full time

Job summary

Bank of America Corporation, Merrill Wealth Management, is seeking a Financial Advisor Associate to support high-net-worth clients in Maryland. You will engage clients, open accounts following KYC rules, and provide investment recommendations aligned with client objectives and risk tolerance.

The role emphasizes collaboration with advisors, utilization of Salesforce for activity tracking, and driving business development while meeting performance targets.

Qualifications

• Currently holds Series 7 and 66 licenses (or equivalents 63/65 in lieu of 66).
• Minimum of one year of experience in the investments industry.
• Minimum of one year in financial services or a sales environment with goals met.
• Bachelor's degree and/or financial services industry experience.

Responsibilities

• Handle inbound inquiries from leads regarding Merrill offering.
• 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 client interactions and opportunities in Salesforce.

Skills

Series 7 license

Series 66 license

Investment experience

Sales experience

Relationship building

Regulatory awareness

MS Office / Excel

Salesforce

Effective communication

Education

High School Diploma / GED

Bachelor's degree (desired)

Tools

Salesforce

Microsoft Word

PowerPoint

Excel

Job description

Bank of America Corporation, Merrill Wealth Management, is seeking a Financial Advisor Associate to support high-net-worth clients in Maryland. You will engage clients, open accounts following KYC rules, and provide investment recommendations aligned with client objectives and risk tolerance.

The role emphasizes collaboration with advisors, utilization of Salesforce for activity tracking, and driving business development while meeting performance targets.