Wealth Advisor Development Program | Grow Client Impact

Bank of America; San Diego (CA); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America is seeking candidates for the Merrill Advisor Development Program – Financial Advisor in the United States. This role focuses on identifying client needs, building relationships, reviewing goals, and delivering comprehensive recommendations alongside Merrill Advisor Teams.

The program emphasizes training, mentorship, and a consultative approach to grow a client book, with performance-based rewards and a strong emphasis on regulatory compliance and ongoing education.

Qualifications

• Current Series 7 & 66 (or 63 & 65 in lieu) licenses.

Responsibilities

• Handle inbound inquiries from leads regarding Merrill offerings.

Skills

Business Acumen

Business Development

Oral Communications

Prospecting

Wealth Planning

Analytical Thinking

Client Experience Branding

Client Investments Management

Portfolio Analysis

Risk Management

Active Listening

Client Solutions Advisory

Emotional Intelligence

Referral Management

Trading

Education

Bachelor’s degree

Job description

Bank of America is seeking candidates for the Merrill Advisor Development Program – Financial Advisor in the United States. This role focuses on identifying client needs, building relationships, reviewing goals, and delivering comprehensive recommendations alongside Merrill Advisor Teams.

The program emphasizes training, mentorship, and a consultative approach to grow a client book, with performance-based rewards and a strong emphasis on regulatory compliance and ongoing education.