Wealth Advisor Development Program: Grow Your Practice

Bank of America; Winter Park (FL); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America is seeking candidates for the Advisor Development Program within Merrill Wealth Management in the United States. You will build a book of business, source clients, and deliver customized investment solutions while upholding KYC compliance and rigorous performance standards.

The role emphasizes relationship-building, collaboration with investment partners, and ongoing professional training through Bank of America's Academy and leadership.

Qualifications

• Bachelor’s degree or higher; financial services experience preferred.
• Experience in financial services or sales with a track record of meeting/exceeding goals.
• Familiarity with Merrill and Bank of America products and services is a plus.
• Strong interpersonal skills and ability to build trust quickly.
• Proven ability to prospect and develop a client book.

Responsibilities

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

Skills

Business Acumen

Prospecting

Oral Communications

Wealth Planning

Analytical Thinking

Client Experience Branding

Client Investments Management

Portfolio Analysis

Risk Management

Active Listening

Education

Bachelor’s degree

Tools

Microsoft Word

PowerPoint

Excel

Job description

Bank of America is seeking candidates for the Advisor Development Program within Merrill Wealth Management in the United States. You will build a book of business, source clients, and deliver customized investment solutions while upholding KYC compliance and rigorous performance standards.

The role emphasizes relationship-building, collaboration with investment partners, and ongoing professional training through Bank of America's Academy and leadership.