Wealth Advisor Development Program: Grow with HNW Clients

National Black MBA Association; Irvine (CA); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

Benefits eligible

Incentive opportunities

Industry-leading training

Job summary

Bank of America’s Merrill Advisor Development Program seeks a Financial Advisor in Irvine to work with high-net-worth clients, identify needs, and deliver comprehensive recommendations aligned with client goals. You’ll be mentored by Merrill teams to grow portfolios and advance a career in wealth management.

The role emphasizes sales-driven results, regulatory compliance, and collaboration with core banking and investment partners, with extensive training and career development opportunities.

Qualifications

• Current Series 7 and 66 licenses (or 63/65 in lieu)
• 1+ year in investments industry or financial services/sales
• Proven ability to engage with and influence others

Responsibilities

• Handle inbound inquiries and position Merrill/Bank of America offerings
• Collect client profile data following KYC to open accounts
• Provide investment product recommendations based on objectives and risk profile
• Document client interactions in Salesforce
• Collaborate with Merrill Financial Advisor Teams to grow portfolio

Skills

Business Acumen

Prospecting

Wealth Planning

Analytical Thinking

Client Experience Branding

Portfolio Analysis

Risk Management

Active Listening

Client Solutions Advisory

Trading

Education

Bachelor’s degree in finance or related field

High School Diploma / GED

Tools

Microsoft Word

PowerPoint

Excel

Job description

Bank of America’s Merrill Advisor Development Program seeks a Financial Advisor in Irvine to work with high-net-worth clients, identify needs, and deliver comprehensive recommendations aligned with client goals. You’ll be mentored by Merrill teams to grow portfolios and advance a career in wealth management.

The role emphasizes sales-driven results, regulatory compliance, and collaboration with core banking and investment partners, with extensive training and career development opportunities.