Wealth Advisor Development Program

Bank of America; Davenport (IA); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

Incentives based on performance metrics

Industry-leading benefits

Paid time off

Employee support programs

Job summary

Bank of America is looking for a Financial Advisor as part of their Merrill Wealth Management services. In this role, you will focus on building a client base of high‑net‑worth individuals and delivering comprehensive financial recommendations.

You will develop relationships, prioritize client sourcing, create customized solutions, and manage resources effectively. A minimum of one year in the financial services industry is required, along with Series 7 and Series 66 licenses.

Qualifications

• Current Series 7 and Series 66 licenses (Series 63 and 65 may substitute for 66).
• Minimum one year of experience in the financial services or sales industry.
• Minimum one year in the investments industry with training and knowledge of products.
• Proven ability to engage, influence, and build trust.
• Exceptional interpersonal, relationship-building, and communication skills.

Responsibilities

• Develop and grow a book of business to meet performance hurdles.
• Prioritize sourcing prospective clients and leverage referrals.
• Create customized solutions to meet client needs.
• Balance investment growth and compliance along with personal growth.
• Organize and manage resources to run a productive practice.

Skills

Business acumen

Oral communication

Prospecting

Wealth planning

Analytical thinking

Client experience

Branding

Client investment management

Portfolio analysis

Risk management

Active listening

Client solutions

Advisory

Emotional intelligence

Referral management

Trading

Education

Bachelor’s degree or one year of financial services or sales experience

Tools

Salesforce

Microsoft Office

Job description

Bank of America is looking for a Financial Advisor as part of their Merrill Wealth Management services. In this role, you will focus on building a client base of high‑net‑worth individuals and delivering comprehensive financial recommendations.

You will develop relationships, prioritize client sourcing, create customized solutions, and manage resources effectively. A minimum of one year in the financial services industry is required, along with Series 7 and Series 66 licenses.