Wealth Advisor – Development Program for HNW Clients

Bank of America Corporation; Oakland (CA); On-site; USD 70,000 - 90,000; Full time

Job summary

Bank of America Merrill Wealth Management seeks candidates for the Advisor Development Program – Financial Advisor in Oakland, CA. You will work with high-net-worth clients, identify needs, develop relationships, review financial goals, and deliver tailored investment recommendations.

You will be mentored by Merrill Financial Advisor Teams, collaborating with banking and investment partners to grow a productive client book through referrals and proactive service.

Responsibilities

• Work with high-net-worth clients.
• Identify needs and develop relationships.
• Review financial goals and deliver tailored investment recommendations.
• Be mentored by Merrill Financial Advisor Teams.
• Collaborate with banking and investment partners to grow a productive client book through referrals and proactive service.

Job description

Bank of America’s Merrill Wealth Management is seeking a candidate for the Advisor Development Program – Financial Advisor. You will work with high-net-worth clients, identify needs, develop relationships, review financial goals, and deliver tailored investment recommendations.

You will be mentored by Merrill Financial Advisor Teams, collaborating with banking and investment partners to grow a productive client book through referrals and proactive service.