Wealth Advisor Development Program

Bank of America Corporation; Miamisburg (OH); On-site; USD 65,000 - 90,000; Full time

Job summary

Bank of America Corporation seeks a Merrill Advisor Development Program - Financial Advisor to cultivate high‑net‑worth client relationships, assess needs, and deliver comprehensive recommendations aligned with client goals.

You will work with Merrill Financial Advisor Teams to grow portfolio value, receive world‑class training, and build your advisory career in a structured program. Strong licensing, communication, and prospecting skills are essential.

Qualifications

• Currently holds Series 7 & 66 licenses (63 & 65 in lieu of 66)
• Minimum of one year experience in financial services or a sales environment with goals met or exceeded
• Minimum of one year experience in the investments industry, including investment training and knowledge of investment products and services
• Proven ability to engage with and influence others
• Exceptional interpersonal and relationship-building skills
• Effective communication skills (written and verbal) and ability to build trust quickly
• Proven ability to assess needs and recommend appropriate solutions/interventions
• Proven ability to work collaboratively on a team with key partners
• Proven ability to listen and probe for clarity and understanding
• Entrepreneurial mindset with ability to source clients through prospecting and networking

Responsibilities

• Handles inbound inquiries from leads regarding Merrill offerings
• Positions the extensive capabilities of Merrill and Bank of America
• Collects the necessary client profile data, following standard KYC procedures to open account(s) as appropriate
• Serves as interim Financial Advisor, providing recommendations of investment products and services that are suitable for prospects and clients
• Documents all client interactions and opportunities within Salesforce accurately

Skills

Relationship building

Prospecting

Communication skills

Sales experience

Financial advisory knowledge

Time management

Microsoft Office

Attention to detail

Team collaboration

Education

Bachelor's degree

High School Diploma / GED

Job description

Bank of America Corporation seeks a Merrill Advisor Development Program - Financial Advisor to cultivate high‑net‑worth client relationships, assess needs, and deliver comprehensive recommendations aligned with client goals.

You will work with Merrill Financial Advisor Teams to grow portfolio value, receive world‑class training, and build your advisory career in a structured program. Strong licensing, communication, and prospecting skills are essential.