Wealth Advisor Development Program

Bank of America Corporation; Village of Williamsville (NY); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America’s Merrill Wealth Management is seeking candidates for the Advisor Development Program to become Financial Advisors. The role focuses on building relationships with high-net-worth clients, understanding their goals, and delivering comprehensive investment guidance.

You will work with Merrill Advisor Teams, receive training, and grow a practice by sourcing clients, delivering personalized solutions, and maintaining strong client relationships in a structured, in-office culture.

Qualifications

• Minimum of one year experience in financial services or a sales environment
• Experience in investments and investment products/services knowledge
• Strong interpersonal and relationship-building skills
• Excellent written and verbal communication; ability to build trust quickly
• Proven ability to work collaboratively on a team and with partners
• Entrepreneurial mindset with ability to source clients via prospecting and networking

Responsibilities

• Handle inbound inquiries and present Merrill offerings
• Position Merrill/Bank of America capabilities to clients
• Collect client profile data and perform KYC to open accounts
• Provide investment recommendations based on client objectives and risk profile
• Document client interactions accurately in Salesforce

Skills

Client engagement

Communication

Sales experience

Prospecting

Education

Bachelor’s degree

Tools

Microsoft Office

Job description

Bank of America’s Merrill Wealth Management is seeking candidates for the Advisor Development Program to become Financial Advisors. The role focuses on building relationships with high-net-worth clients, understanding their goals, and delivering comprehensive investment guidance.

You will work with Merrill Advisor Teams, receive training, and grow a practice by sourcing clients, delivering personalized solutions, and maintaining strong client relationships in a structured, in-office culture.