Wealth Advisor Development Program

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

Job summary

Bank of America Merrill Wealth Management seeks an Advisor Development Program Financial Advisor to identify needs of high-net-worth clients, develop relationships, review goals, and deliver comprehensive recommendations through mentored collaboration with Merrill teams.

You will join a program focused on transitioning to a Financial Advisor role, with in-office attendance and a structured academy that supports your growth and client-focused service.

Qualifications

• Bachelor’s degree preferred or in financial services/sales track record.
• Series 7 & 66 licenses required or alternative licenses.
• Experience in financial services or sales with target achievement.

Responsibilities

• Develop a book of business to meet/exceed performance hurdles.
• Source prospective clients and leverage referrals to grow the practice.
• Recommend investments aligned to client objectives, resources, and risk tolerance.
• Balance growth activities with client service and compliance.
• Organize resources and collaborate with specialists to create client solutions.
• Complete mandated training and ongoing education requirements.

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

Tools

Microsoft Word

PowerPoint

Excel

Job description

Bank of America Merrill Wealth Management seeks an Advisor Development Program Financial Advisor to identify needs of high-net-worth clients, develop relationships, review goals, and deliver comprehensive recommendations through mentored collaboration with Merrill teams.

You will join a program focused on transitioning to a Financial Advisor role, with in-office attendance and a structured academy that supports your growth and client-focused service.