Wealth Advisor Development Program

Bank of America; Madison (WI); On-site; USD 75,000 - 110,000; Full time

Job summary

Bank of America’s Merrill Advisor Development Program seeks individuals to become Financial Advisors serving high-net-worth clients. You will identify needs, build relationships, review goals, and deliver comprehensive recommendations aligned with client objectives.

You’ll be mentored by Merrill Financial Advisor Teams to drive portfolio growth. The program emphasizes training, coaching, and a defined consultative approach to identify client needs and provide end-to-end advice and reviews,

Qualifications

• Holds Series 7 & 66 licenses (63 & 65 in lieu of 66).
• Minimum 1 year in financial services or sales with goals met or exceeded.
• 1 year in investments industry with product knowledge.
• Proven ability to engage and influence others.
• Excellent interpersonal and relationship-building skills.
• Strong written and verbal communication; capable of building trust quickly.
• Ability to source clients through prospecting and networking.
• Comfort with performance-based compensation.

Responsibilities

• Handle inbound inquiries from leads regarding Merrill offerings.
• Position Merrill and Bank of America capabilities to clients.
• Collect client profile data and open accounts following KYC procedures.
• Serve as interim Financial Advisor; recommend suitable investment products.
• Document all client interactions and opportunities in Salesforce.

Skills

Series 7 & 66 licenses

Sales experience

Communication skills

Relationship building

Prospecting

Team collaboration

Financial acumen

Education

Bachelor's degree

Tools

Salesforce

Microsoft Office

Job description

Bank of America’s Merrill Advisor Development Program seeks individuals to become Financial Advisors serving high-net-worth clients. You will identify needs, build relationships, review goals, and deliver comprehensive recommendations aligned with client objectives.

You’ll be mentored by Merrill Financial Advisor Teams to drive portfolio growth. The program emphasizes training, coaching, and a defined consultative approach to identify client needs and provide end-to-end advice and reviews,