Wealth Advisor Development Program: Launch Your Career

Bank of America; Allentown (Lehigh County); On-site; USD 80,000 - 120,000; Full time

Job summary

Bank of America Merrill Wealth Management is seeking talent for the Advisor Development Program – Financial Advisor. You will work with high-net-worth clients, identify needs, build relationships, review goals, and deliver comprehensive, tailored recommendations as part of a mentorship-driven team.

You will collaborate with Merrill Financial Advisor Teams to grow your practice, leveraging training and cross-division resources to deliver end-to-end wealth management solutions.

Qualifications

• Bachelor’s degree or higher is preferred.
• Experience in financial services or sales helps.
• Strong communication and relationship-building skills.

Responsibilities

• Handle inbound inquiries regarding Merrill offerings.
• Position Merrill/Bank of America capabilities to clients.
• Collect client data following KYC procedures to open accounts.
• Provide investment recommendations aligned with client objectives.
• Document client interactions and opportunities in Salesforce.

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

Bachelor’s degree

Tools

Microsoft Word

PowerPoint

Excel

Job description

Bank of America Merrill Wealth Management is seeking talent for the Advisor Development Program – Financial Advisor. You will work with high-net-worth clients, identify needs, build relationships, review goals, and deliver comprehensive, tailored recommendations as part of a mentorship-driven team.

You will collaborate with Merrill Financial Advisor Teams to grow your practice, leveraging training and cross-division resources to deliver end-to-end wealth management solutions.