Wealth Advisor Development Program

Bank of America; North Carolina; On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America is seeking an Advisor Development Program participant to work with high‑net‑worth clients, building relationships and delivering wealth guidance. You will collaborate with Merrill teams to expand portfolios, while balancing growth, referrals, and ongoing client service through a structured training program.

Candidates should have strong communication, the ability to source clients, and a background in financial services or sales.

Qualifications

• Bachelor's degree or higher and relevant sales or financial services exposure.
• Proven ability to source clients through prospecting and networking.
• Strong communication and relationship-building skills.

Responsibilities

• Develop and manage a book of business to meet performance goals.
• Identify needs and deliver comprehensive financial recommendations.
• Collaborate with Merrill Financial Advisor teams for portfolio growth.

Skills

Business Development

Prospecting

Communication

Sales Experience

Financial Services

Education

Bachelor's degree

Tools

Salesforce

Microsoft Office

Job description

Bank of America is seeking an Advisor Development Program participant to work with high‑net‑worth clients, building relationships and delivering wealth guidance. You will collaborate with Merrill teams to expand portfolios, while balancing growth, referrals, and ongoing client service through a structured training program.

Candidates should have strong communication, the ability to source clients, and a background in financial services or sales.