Wealth Advisor Development Program

Bank of America; New Orleans (LA); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

In-house training

Job summary

Bank of America’s Merrill Advisor Development Program invites you to build a career as a Financial Advisor. You will work with high-net-worth clients, developing relationships, assessing goals, and delivering comprehensive recommendations through Merrill and Bank of America resources.

You will be mentored by experienced teams to drive portfolio growth and client satisfaction. You’ll participate in training, gain exposure to investment strategies, and collaborate with banking partners to provide

Qualifications

• Bachelor’s degree required or equivalent experience.
• Strong interpersonal and relationship-building skills.
• Proven ability to source clients and meet goals.

Responsibilities

• Develop a book of business and meet performance targets.
• Sourcing prospects, referrals, and building client relationships.
• Provide investment recommendations aligned with client objectives and risk profile.
• Document client interactions and maintain CRM records.
• Collaborate with internal partners to meet client financial needs.

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

Job description

Bank of America’s Merrill Advisor Development Program invites you to build a career as a Financial Advisor. You will work with high-net-worth clients, developing relationships, assessing goals, and delivering comprehensive recommendations through Merrill and Bank of America resources.

You will be mentored by experienced teams to drive portfolio growth and client satisfaction. You’ll participate in training, gain exposure to investment strategies, and collaborate with banking partners to provide