Wealth Advisor Development Program - Launch Your Career

Bank of America; Chapel Hill (NC); On-site; USD 60,000 - 100,000; Full time

Job summary

Bank of America’s Merrill Wealth Management is seeking candidates for the Advisor Development Program. You will build a client book, source prospects, and provide tailored investment guidance while maintaining regulatory standards.

You’ll develop core advisory skills, complete mandated training, and work with a team of specialists to grow a productive practice within a supportive, in-office culture.

Qualifications

• Bachelor’s degree or equivalent in finance, business, or related field.
• Experience in financial services or sales with proven results.
• Strong communication and relationship-building skills.

Responsibilities

• Handle inbound inquiries and position Merrill/Bank of America capabilities to clients.
• Gather client data and open accounts following KYC procedures.
• Provide investment recommendations aligned with client objectives and risk tolerance.
• Document client interactions and opportunities in Salesforce.
• Collaborate with partners to deliver comprehensive financial solutions.

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’s Merrill Wealth Management is seeking candidates for the Advisor Development Program. You will build a client book, source prospects, and provide tailored investment guidance while maintaining regulatory standards.

You’ll develop core advisory skills, complete mandated training, and work with a team of specialists to grow a productive practice within a supportive, in-office culture.