Wealth Advisor Development Program – High-Net-Worth Clients

Bank of America Corporation; West Des Moines (IA); Hybrid; USD 80,000 - 90,000; Full time

Job summary

Bank of America Corporation seeks an Advisor Development Program participant to work with high-net-worth clients, identifying needs, aligning investment goals, and delivering tailored recommendations. You will collaborate with a team to leverage Merrill Wealth Management capabilities and the Bank of America platform to support client success.

The role emphasizes relationship-building, regulatory awareness, and the ability to engage clients through prospecting and networking, with on-site

Qualifications

• Currently holds Series 7 and 66 licenses (or the equivalent 63/65 in lieu of 66).
• Minimum of one year of experience in the investments industry with product knowledge.
• Minimum of one year of experience in financial services or a sales environment where goals were met or exceeded.
• Proven ability to engage with and influence others; strong communication and relationship-building skills.
• Entrepreneurial mindset with the ability to source clients through prospecting and networking.

Responsibilities

• Work with high-net-worth clients to identify needs and develop relationships.
• Review investment goals and prepare investment recommendations.
• Leverage technology to drive business growth and profile client objectives.
• Document client interactions and opportunities in Salesforce.
• Follow KYC procedures to open accounts and support client servicing.

Skills

Prospecting

Relationship building

Communication

KYC understanding

Sales oriented

Education

Bachelor’s degree

Tools

Salesforce

Microsoft Word

PowerPoint

Excel

Job description

Bank of America Corporation seeks an Advisor Development Program participant to work with high-net-worth clients, identifying needs, aligning investment goals, and delivering tailored recommendations. You will collaborate with a team to leverage Merrill Wealth Management capabilities and the Bank of America platform to support client success.

The role emphasizes relationship-building, regulatory awareness, and the ability to engage clients through prospecting and networking, with on-site