Wealth Advisor Development Program — East Market

Bank of America Corporation; Raleigh (NC); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America’s Merrill Advisor Development Program – Financial Advisor role focuses on serving high-net-worth individuals by identifying needs, building relationships, and delivering comprehensive investment recommendations aligned with client goals.

You will collaborate with Merrill Financial Advisor Teams, gain exposure to portfolio growth strategies, and participate in training and coaching to develop a successful advisory practice.

Qualifications

• Holds Series 7 & 66 licenses (63 & 65 in lieu of 66).
• Minimum of one year in financial services or sales with targets met.
• Experience in investments and investment products.
• Proven ability to engage, influence, and build trust.

Responsibilities

• Handle inbound inquiries regarding Merrill offerings.
• Position Merrill/Bank of America capabilities to clients.
• Collect client profile data following KYC procedures to open accounts.
• Serve as interim Financial Advisor, recommending suitable products.
• Document all client interactions in Salesforce.

Skills

Series 7 & 66 license

Client relationships

Strong communication

Sales experience

Team collaboration

MS Office proficiency

Prospecting

Financial advisory mindset

Education

Bachelor's degree

Tools

Salesforce

MS Word

PowerPoint

Excel

Job description

Bank of America’s Merrill Advisor Development Program – Financial Advisor role focuses on serving high-net-worth individuals by identifying needs, building relationships, and delivering comprehensive investment recommendations aligned with client goals.

You will collaborate with Merrill Financial Advisor Teams, gain exposure to portfolio growth strategies, and participate in training and coaching to develop a successful advisory practice.