Wealth Advisor Development Program — High-Net-Worth Clients

Bank of America; Newport Beach (CA); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

World class training

One-on-one coaching

Career development

Job summary

Bank of America’s Merrill Wealth Management is seeking candidates for the Advisor Development Program to support high-net-worth clients. You will work with a team dedicated to building relationships, reviewing investment goals, and delivering comprehensive recommendations aligned with client objectives and life priorities.

The role emphasizes collaboration with Merrill Financial Advisor Teams, mentorship, and opportunities to grow through a structured academy and on-boarding that prepares you

Responsibilities

• Handles inbound inquiries from leads regarding Merrill offerings.
• Positions the extensive capabilities of Merrill and Bank of America.
• Collects the necessary client profile data, following standard KYC procedures to open account(s) as appropriate.

Job description

Bank of America’s Merrill Wealth Management is seeking candidates for the Advisor Development Program to support high-net-worth clients. You will work with a team dedicated to building relationships, reviewing investment goals, and delivering comprehensive recommendations aligned with client objectives and life priorities.

The role emphasizes collaboration with Merrill Financial Advisor Teams, mentorship, and opportunities to grow through a structured academy and on-boarding that prepares you