Wealth Advisor – Development Program

Bank of America; Spartanburg (SC); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America’s Merrill Wealth Management seeks candidates for the Advisor Development Program - Financial Advisor. You will work with high-net-worth individuals, identifying needs, reviewing goals, and delivering tailored recommendations while being mentored by Merrill teams to grow a productive practice.

This on-site program emphasizes training, coaching, and collaboration across banking and investment partners to build a successful advisory career.

Qualifications

• Bachelor's degree and/or a minimum of one year of financial services industry or sales experience.
• Proven ability to engage with and influence others.
• Excellent interpersonal and relationship-building skills.

Responsibilities

• Handles inbound inquiries from leads regarding Merrill offerings.
• Positions the extensive capabilities of Merrill and Bank of America.
• Collects the necessary client profile data following KYC procedures to open accounts.
• Serves as interim Financial Advisor, providing recommendations based on objectives, resources, time horizon, risk profile, and preferences.
• Documents all client interactions and opportunities in Salesforce.

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’s Merrill Wealth Management seeks candidates for the Advisor Development Program - Financial Advisor. You will work with high-net-worth individuals, identifying needs, reviewing goals, and delivering tailored recommendations while being mentored by Merrill teams to grow a productive practice.

This on-site program emphasizes training, coaching, and collaboration across banking and investment partners to build a successful advisory career.