Wealth Advisor Development Program

Bank of America; Reston (VA); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America is seeking candidates for the Merrill Advisor Development Program, aimed at training individuals to become Financial Advisors for high-net-worth clients. The program emphasizes relationship-building, comprehensive wealth-management guidance, and collaboration with Bank of America and Merrill advisors.

You will receive formal training and mentoring, with opportunities to grow your knowledge of investment strategies and client service within a supportive, in-office culture.

Qualifications

• Bachelor's degree and/or one year of financial services industry or sales experience.
• Strong communication and relationship-building abilities.
• Ability to source clients through prospecting and networking.

Responsibilities

• Develop a book of business to meet performance hurdles.
• Prioritize sourcing prospective clients and refer to internal specialists.
• Recommend investment products aligned with client goals and resources.
• Balance growth, referrals, and client service with ongoing development.
• Document client interactions and opportunities in Salesforce.

Skills

Client relationships

Communication skills

Sales experience

Prospecting

Team collaboration

Microsoft Office

Education

Bachelor's degree

Tools

Salesforce

Microsoft Word

PowerPoint

Excel

Job description

Bank of America is seeking candidates for the Merrill Advisor Development Program, aimed at training individuals to become Financial Advisors for high-net-worth clients. The program emphasizes relationship-building, comprehensive wealth-management guidance, and collaboration with Bank of America and Merrill advisors.

You will receive formal training and mentoring, with opportunities to grow your knowledge of investment strategies and client service within a supportive, in-office culture.