Wealth Advisor Development Program

Bank of America; Greensboro (NC); On-site; USD 60,000 - 100,000; Full time

Job summary

Bank of America is looking for a Financial Advisor in Greensboro, NC to work with high‑net‑worth individuals. The role involves identifying client needs, developing strong relationships, and providing comprehensive investment recommendations.

Applicants should hold required financial licenses, have at least one year of experience in financial services and possess exceptional interpersonal skills. The position offers a chance to work with a collaborative team and drive portfolio growth.

Qualifications

• Currently holds Series7 & 66 (or 63 & 65 in lieu of 66) licenses.
• Minimum one year experience in the financial services industry and/or a sales environment with proven goal attainment.
• Exceptional interpersonal and relationship‑building skills.

Responsibilities

• Develop a book of business to meet and exceed performance hurdles.
• Prioritize sourcing prospective clients and assess customer needs.
• Recommend investment products and services suitable for clients.

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 or one year of financial services sales experience

Job description

Bank of America is looking for a Financial Advisor in Greensboro, NC to work with high‑net‑worth individuals. The role involves identifying client needs, developing strong relationships, and providing comprehensive investment recommendations.

Applicants should hold required financial licenses, have at least one year of experience in financial services and possess exceptional interpersonal skills. The position offers a chance to work with a collaborative team and drive portfolio growth.