Wealth Advisor Development Program — Elite Training

Bank of America; Santa Barbara (CA); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

World-class training

Career development

Mentorship and coaching

Job summary

Bank of America Merrill Wealth Management is seeking a candidate for the Advisor Development Program as a Financial Advisor. You will work with high-net-worth clients to identify needs, develop relationships, and deliver comprehensive investment recommendations aligned with their goals.

You will collaborate with Merrill Financial Advisor Teams to build portfolio growth, while completing mandated training and continuing education requirements. Strong licensing and sales experience are essential.

Qualifications

• High School Diploma or GED required; bachelor’s degree preferred.
• Licenses: Series 7 and 66 (or 63/65) required.
• Experience in investments and financial services/sales environment preferred.
• Strong communication and relationship-building skills; ability to influence and collaborate.

Responsibilities

• Handle inquiries regarding Merrill offerings.
• Position Merrill/Bank of America capabilities to clients.
• Collect client profile data per KYC and open accounts as appropriate.
• Provide investment product recommendations aligned with client goals.
• Document all client interactions in Salesforce.

Skills

Business Acumen

Prospecting

Oral Communications

Risk Management

Trading

Analytical Thinking

Client Experience Branding

Client Investments Management

Portfolio Analysis

Emotional Intelligence

Active Listening

Wealth Planning

Education

High School Diploma

Bachelor’s Degree

Tools

Salesforce

Microsoft Word

PowerPoint

Excel

Job description

Bank of America Merrill Wealth Management is seeking a candidate for the Advisor Development Program as a Financial Advisor. You will work with high-net-worth clients to identify needs, develop relationships, and deliver comprehensive investment recommendations aligned with their goals.

You will collaborate with Merrill Financial Advisor Teams to build portfolio growth, while completing mandated training and continuing education requirements. Strong licensing and sales experience are essential.