Wealth Advisor Development Program - HNW Focus
Bank of America
A complete application in a minute — tailored resume and cover letter, ready to send.
Job summary
Bank of America’s Merrill Advisor Development Program invites you to grow into a Financial Advisor role by building a client book, developing relationships with high-net-worth individuals, and delivering tailored investment guidance. You will collaborate with Merrill Financial Advisor Teams to expand portfolio growth, guided by mentors and structured training to achieve performance milestones.
You’ll learn to balance growth with referrals, conduct client reviews, and connect to Bank of America
Qualifications
- Currently holds Series 7 & 66 licenses (63 & 65 in lieu of 66)
- Minimum of one year experience in financial services or sales with proven results
- Experience in investments industry and investment product knowledge
- Strong interpersonal skills and relationship-building abilities
- Proven ability to source clients and work with cross‑functional partners
Responsibilities
- Handles inbound inquiries from leads regarding Merrill offerings
- Positions Merrill and Bank of America capabilities to clients
- Gathers client profile data following KYC to open accounts
- Recommends investment products suited to client objectives and timelines
- Documents client interactions in Salesforce and maintains records
Skills
Education
Job description
Bank of America’s Merrill Advisor Development Program invites you to grow into a Financial Advisor role by building a client book, developing relationships with high-net-worth individuals, and delivering tailored investment guidance. You will collaborate with Merrill Financial Advisor Teams to expand portfolio growth, guided by mentors and structured training to achieve performance milestones.
You’ll learn to balance growth with referrals, conduct client reviews, and connect to Bank of America
'/%3e%3cpath%20d='M101.744%2012.4726L102.894%2016.1947L99.0021%2013.2201L101.744%2012.4726ZM105.3%208.40937H100.488L99.0026%203.59473L97.5116%208.41047L92.7%208.40385L96.5965%2011.3834L95.1055%2016.1942L99.0021%2013.2196L101.408%2011.3834L105.3%208.40992V8.40937Z'%20fill='white'/%3e%3cdefs%3e%3clinearGradient%20id='paint0_linear_5593_1381'%20x1='90'%20y1='9.44471'%20x2='99'%20y2='9.44471'%20gradientUnits='userSpaceOnUse'%3e%3cstop%20stop-color='%2300AD70'/%3e%3cstop%20offset='0.998594'%20stop-color='%2300B67A'/%3e%3cstop%20offset='1'%20stop-color='%23DCDCE6'/%3e%3c/linearGradient%3e%3c/defs%3e%3c/svg%3e){kind=small}
