Wealth Advisor Development Program

Bank of America; Columbus (OH); On-site; USD 70,000 - 110,000; Full time

Job summary

Bank of America’s Merrill Wealth Management is recruiting for the Advisor Development Program - Financial Advisor. This program trains you to build relationships with high-net-worth clients, review financial goals, and deliver tailored recommendations aligned with client objectives.

Join a collaborative in-office culture with mentorship from Merrill Financial Advisor teams, mandatory licensing, and a path to growing a regulated wealth management practice.

Qualifications

• Series 7 & 66 licenses required (63/65 in lieu of 66).
• Minimum 1 year in financial services or sales with targets met or exceeded.
• Investments industry experience and knowledge of investment products/services.
• Strong interpersonal and relationship-building skills.
• Excellent communication skills (written and verbal); ability to build trust quickly.

Responsibilities

• Handle inbound inquiries from leads regarding Merrill offerings.
• Position Merrill and Bank of America capabilities to clients.
• Collect client profile data and perform KYC to open accounts.
• Serve as interim Financial Advisor with investment recommendations for prospects and clients.
• Document all client interactions and opportunities in Salesforce.

Skills

Business Acumen

Business Development

Oral Communications

Prospecting

Wealth Planning

Analytical Thinking

Client Investments Management

Portfolio Analysis

Risk Management

Active Listening

Client Solutions Advisory

Emotional Intelligence

Referral Management

Trading

Education

Bachelor’s degree

Job description

Bank of America’s Merrill Wealth Management is recruiting for the Advisor Development Program - Financial Advisor. This program trains you to build relationships with high-net-worth clients, review financial goals, and deliver tailored recommendations aligned with client objectives.

Join a collaborative in-office culture with mentorship from Merrill Financial Advisor teams, mandatory licensing, and a path to growing a regulated wealth management practice.