Wealth Advisor Development Program: Grow Your Practice

NBMBAA; San Jose (CA); On-site; USD 80,000 - 90,000; Full time

Job summary

Bank of America, Merrill Wealth Management is seeking candidates for the Advisor Development Program—Financial Advisor. The role targets high-net-worth clients, building relationships, reviewing goals, and delivering comprehensive investment recommendations synchronized with client objectives and timelines.

You will be mentored by Merrill Financial Advisor Teams and collaborate with core banking and investment partners to grow portfolios and consult on wealth strategies.

Qualifications

• Currently holds Series 7 and 66 licenses (or 63/65 equivalents).
• Minimum of one year experience in investments and financial services.
• Experience in a sales environment with goal attainment.
• Strong communication and relationship-building skills.
• Ability to work collaboratively with partners and teams.
• Entrepreneurial mindset with client prospecting experience.

Responsibilities

• Handle inbound inquiries regarding Merrill offerings.
• Position Merrill/Bank of America capabilities to clients.
• Collect client profile data following KYC to open accounts.
• Act as interim Financial Advisor providing suitable investment recommendations.
• Document client interactions and opportunities in Salesforce.

Education

High School Diploma / GED

Bachelor’s degree (preferred)

Tools

Salesforce

Microsoft Office

Job description

Bank of America, Merrill Wealth Management is seeking candidates for the Advisor Development Program—Financial Advisor. The role targets high-net-worth clients, building relationships, reviewing goals, and delivering comprehensive investment recommendations synchronized with client objectives and timelines.

You will be mentored by Merrill Financial Advisor Teams and collaborate with core banking and investment partners to grow portfolios and consult on wealth strategies.