Wealth Advisor Development Program: Grow Your Practice

Bank of America; Pleasureville (PA); On-site; USD 55,000 - 85,000; Full time

Job summary

Bank of America’s Merrill Wealth Management seeks a Merrill Advisor Development Program participant to work with high-net-worth individuals, identify needs, build relationships, and deliver comprehensive recommendations aligned with client goals. You will collaborate with Merrill Advisor Teams to grow portfolios and learn through structured training.

The role emphasizes training, coaching, and a defined path to becoming a Financial Advisor, with responsibilities including sourcing clients and

Qualifications

• Bachelor’s degree required or equivalent experience in financial services or sales.
• Active engagement in prospecting and building client relationships.
• Strong communication and presentation skills; ability to present to clients.

Responsibilities

• Handle inbound inquiries and position Merrill and Bank of America capabilities to clients.
• Collect client profile data following KYC procedures to open accounts.
• Provide investment recommendations aligned with client objectives and risk profile.
• Document client interactions and opportunities in Salesforce with accuracy.
• Collaborate with internal specialists to deliver comprehensive wealth advice.

Skills

Strong communication

Relationship building

Prospecting

Team collaboration

Time management

Tech literacy

Education

Bachelor’s degree

Tools

Salesforce

Microsoft Office

Job description

Bank of America’s Merrill Wealth Management seeks a Merrill Advisor Development Program participant to work with high-net-worth individuals, identify needs, build relationships, and deliver comprehensive recommendations aligned with client goals. You will collaborate with Merrill Advisor Teams to grow portfolios and learn through structured training.

The role emphasizes training, coaching, and a defined path to becoming a Financial Advisor, with responsibilities including sourcing clients and