Wealth Advisor Development Program — Launch Financial Career

Bank of America; Mount Pleasant (SC); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Training program

Mentorship

Career growth

Job summary

Bank of America’s Merrill Advisor Development Program for Financial Advisors invites you to build a career in wealth management by serving high-net-worth individuals, developing client relationships, and delivering comprehensive recommendations that align with client goals.

You will be mentored by Merrill Financial Advisor Teams and collaborate with banking and investment partners to grow your book of business.

Qualifications

• Current Series 7 and 66 licenses (63/65 acceptable) and 1+ year in financial services.
• Experience in client needs assessment and investment product recommendations.
• Strong interpersonal skills and ability to build trust quickly.

Responsibilities

• Handle inbound inquiries and present Merrill offerings.
• Position Merrill/Bank of America capabilities to clients.
• Collect client profile data and complete KYC.
• Provide investment recommendations based on objectives and risk.
• Document client interactions in Salesforce.

Skills

Business Development

Prospecting

Client Experience

Communication

Relationship Building

Portfolio Analysis

Trading

Active Listening

Education

Bachelor's degree

Series 7 & 66 licenses

Job description

Bank of America’s Merrill Advisor Development Program for Financial Advisors invites you to build a career in wealth management by serving high-net-worth individuals, developing client relationships, and delivering comprehensive recommendations that align with client goals.

You will be mentored by Merrill Financial Advisor Teams and collaborate with banking and investment partners to grow your book of business.