Wealth Advisor Development Program — Launch Your Career

13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc; Atlanta (GA); On-site; USD 70,000 - 120,000; Full time

Job summary

Bank of America Corporation in the United States is seeking a Merrill Wealth Management advisor to work with high-net-worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing recommendations.

The role emphasizes leveraging technology, following KYC procedures, and collaborating with teams; requires Series 7 and 66, sales experience, and strong communication.

Qualifications

• LICENCES: Series 7 and Series 66 (or 63/65).
• Minimum 1 year in investments or financial services.
• Strong client relationship and sales focus.
• Excellent communication and interpersonal skills.
• Proven ability to build trust and work with teams.

Responsibilities

• Engage high-net-worth clients to identify needs and goals.
• Develop relationships and present investment recommendations.
• Leverage technology to support growth initiatives.
• Profile client objectives, risk tolerance, and time horizon.
• Document client interactions and opportunities in Salesforce.

Skills

Series 7

Series 66

Client relationship building

Sales

Prospecting

Communication skills

KYC procedures

Team collaboration

Time management

Financial products knowledge

Tech literacy

Education

Bachelor’s degree

High School Diploma / GED

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Job description

Bank of America Corporation in the United States is seeking a Merrill Wealth Management advisor to work with high-net-worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing recommendations.

The role emphasizes leveraging technology, following KYC procedures, and collaborating with teams; requires Series 7 and 66, sales experience, and strong communication.