Wealth Advisor Development Program — High-Net-Worth Focus

Bank of America; San Diego (CA); On-site; USD 90,000 - 120,000; Full time

Job summary

Bank of America’s Merrill Advisor Development Program targets high-net-worth clients, building trusted relationships and delivering comprehensive investment recommendations. You’ll collaborate with Merrill advisors, manage a growth-focused book, and leverage referrals to expand client coverage.

You will receive structured training, mentorship from experienced teams, and a path to become a Financial Advisor while developing expertise in wealth planning and portfolio strategies.

Qualifications

• Minimum of one year in the investments industry with knowledge of investment products.
• Experience in financial services or sales environments with goals achieved.
• Ability to engage with and influence others and build trust quickly.
• Strong written and verbal communication, collaboration, and follow-through.

Responsibilities

• Develop a book of business to meet performance hurdles and growth goals.
• Source prospects, leverage referrals, and tailor solutions to client needs.
• Recommend investment products aligned to objectives, resources, and horizons.
• Balance growth, referrals, client follow-up, and training commitments.
• Document client interactions in Salesforce and collaborate with partners.

Skills

Business Acumen

Business Development

Oral Communications

Prospecting

Wealth Planning

Analytical Thinking

Client Experience Branding

Client Investments Management

Portfolio Analysis

Risk Management

Active Listening

Client Solutions Advisory

Emotional Intelligence

Referral Management

Trading

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor’s degree

Tools

Microsoft Word

PowerPoint

Excel

Salesforce

Job description

Bank of America’s Merrill Advisor Development Program targets high-net-worth clients, building trusted relationships and delivering comprehensive investment recommendations. You’ll collaborate with Merrill advisors, manage a growth-focused book, and leverage referrals to expand client coverage.

You will receive structured training, mentorship from experienced teams, and a path to become a Financial Advisor while developing expertise in wealth planning and portfolio strategies.