Wealth Advisor Development Program Launch Financial Career

Bank of America Corporation; Fort Worth (TX); On-site; USD 90,000 - 150,000; Full time

Job summary

Bank of America Corporation’s Merrill Wealth Management is seeking a Financial Advisor who works with high-net-worth clients to identify needs, develop relationships, review goals, and prepare investment recommendations. You will leverage Merrill and Bank of America capabilities, manage client profiles, and help drive business development in a performance-driven environment.

The role requires seizing opportunities, adherence to privacy and regulatory guidelines, and collaboration with a team to

Qualifications

• Series 7 and 66 licenses (or equivalent 63/65) required.
• Minimum of one year in investments industry with product knowledge.
• Minimum one year in financial services or sales with targets.
• Excellent interpersonal skills and relationship-building ability.
• Strong written and verbal communication skills.

Responsibilities

• Handle inbound inquiries from Merrill offering leads.
• Position Merrill and Bank of America capabilities to clients.
• Collect client profile data following KYC to open accounts.
• Serve as interim Financial Advisor; recommend suitable investment products.
• Document all client interactions in Salesforce.

Skills

Business Acumen

Prospecting

Oral Communications

Wealth Planning

Analytical Thinking

Risk Management

Education

Bachelor’s degree

High School Diploma / GED

Tools

Microsoft Word

PowerPoint

Excel

Job description

Bank of America Corporation’s Merrill Wealth Management is seeking a Financial Advisor who works with high-net-worth clients to identify needs, develop relationships, review goals, and prepare investment recommendations. You will leverage Merrill and Bank of America capabilities, manage client profiles, and help drive business development in a performance-driven environment.

The role requires seizing opportunities, adherence to privacy and regulatory guidelines, and collaboration with a team to