Wealth Advisor Development Program for High-Net-Worth

Bank of America; Carlsbad (CA); On-site; USD 90,000 - 150,000; Full time

Job summary

Bank of America’s Merrill Wealth Management is seeking a Financial Advisor in California to build and manage relationships with high-net-worth clients, identify their needs, and deliver tailored investment recommendations.

You will collaborate with Merrill and Bank of America partners, execute on business development plans, and ensure compliant, client-focused guidance as part of our Advisor Development Program.

Qualifications

• Series 7 and 66 licenses required.
• Minimum of one year of experience in the investments industry.
• Proven sales track record in financial services.
• Strong communication and relationship-building skills.

Responsibilities

• Develop relationships with high-net-worth clients and identify needs.
• Review investment goals and deliver comprehensive recommendations.
• Document client interactions and opportunities in Salesforce.
• Collaborate with Bank of America and Merrill investment partners to meet client needs.

Skills

Client relationship building

Sales skills

Communication skills

Financial analysis

Team collaboration

Prospecting

Education

Bachelor’s degree

Tools

Salesforce

Microsoft Excel

PowerPoint

Job description

Bank of America’s Merrill Wealth Management is seeking a Financial Advisor in California to build and manage relationships with high-net-worth clients, identify their needs, and deliver tailored investment recommendations.

You will collaborate with Merrill and Bank of America partners, execute on business development plans, and ensure compliant, client-focused guidance as part of our Advisor Development Program.