Wealth Advisor Development Program

Bank of America; Leawood (KS); On-site; USD 65,000 - 95,000; Full time

Job summary

Bank of America Merrill Wealth Management is seeking an Advisor Development Program participant to work with high-net-worth clients in a branch setting. Responsibilities include identifying needs, developing relationships, reviewing goals, and recommending investments aligned with client objectives.

The role emphasizes using technology to drive growth and building a sustainable book of business. The position requires pursuing FINRA licenses (Series 7/66) with prior SIE, plus strong

Qualifications

• FINRA Securities Industry Essentials (SIE) required.
• Progressive professional and/or military experience (4+ years).
• 2+ years experience in investments industry.
• Ability to obtain Series 7 and 66 licenses within program time.
• Self-starter with time management.
• Goal-oriented with relationship-building skills.
• Strong collaboration and communication abilities.
• Comfort engaging with clients in a fast-paced environment.
• Regulatory due diligence awareness in daily activities and long-term strategies.

Responsibilities

• Provide tailored and personalized advice through reviews and presentations with management to assess financial goals.
• Identify client solutions best suited for needs (core Banking, Investment and Life Priority).
• Shadow Financial Advisor teams to promote portfolio growth by sharing market developments.
• Leverage resources to optimize customer experience with operational excellence and accuracy.
• Participate in training to build a book of business and meet financial targets.
• Build relationships with internal service providers based on client needs and asset thresholds.
• Manage risk across business activities using available tools.

Skills

SIE

Series 7

Series 66

Self-starter

Relationship building

Client engagement

Regulatory awareness

Communication

Education

Bachelor's Degree (business preferred)

Job description

Bank of America Merrill Wealth Management is seeking an Advisor Development Program participant to work with high-net-worth clients in a branch setting. Responsibilities include identifying needs, developing relationships, reviewing goals, and recommending investments aligned with client objectives.

The role emphasizes using technology to drive growth and building a sustainable book of business. The position requires pursuing FINRA licenses (Series 7/66) with prior SIE, plus strong