Wealth Advisor Development Program

National Black MBA Association; Santa Rosa, Northern (CA, KY); Hybrid; USD 80,000 - 90,000; Full time

Benefits offered by this job

Incentive plan

Benefits eligible

Job summary

Bank of America’s Merrill Wealth Management is hiring for an Advisor Development program focused on high-net-worth clients and growth through prospecting and referrals.

The role requires Series 7/66 licenses, solid investments knowledge, and the ability to balance growth with compliance. Training, coaching, and cross-functional collaboration are emphasized to develop a successful advisory practice.

Qualifications

• Requires Series 7 and 66 licenses or equivalents
• Minimum 1 year of investments experience
• Minimum 1 year in financial services or sales with targets
• Proven ability to engage and influence others
• Excellent interpersonal and relationship-building skills
• Strong written and verbal communication
• Proven ability to source clients through prospecting and networking

Responsibilities

• Handle inbound inquiries regarding Merrill offerings
• Position Merrill/Bank of America capabilities to clients
• Collect client profile data and open accounts per KYC
• Provide investment recommendations aligned to client objectives
• Document client interactions in Salesforce
• Collaborate with internal specialists to meet client needs

Skills

Relationship building

Communication skills

Prospecting

Team collaboration

Technical literacy

Education

Bachelor’s degree

High School Diploma

Tools

Salesforce

Microsoft Word

PowerPoint

Excel

Job description

Bank of America’s Merrill Wealth Management is hiring for an Advisor Development program focused on high-net-worth clients and growth through prospecting and referrals.

The role requires Series 7/66 licenses, solid investments knowledge, and the ability to balance growth with compliance. Training, coaching, and cross-functional collaboration are emphasized to develop a successful advisory practice.