Wealth Advisor Development Program: Launch Your Career

Bank of America Corporation; City of Batavia (NY); On-site; USD 70,000 - 120,000; Full time

Job summary

Bank of America’s Merrill Advisor Development Program seeks individuals to join a robust wealth management team in the United States. You will build relationships with high-net-worth clients, develop tailored investment strategies, and collaborate with Merrill advisor teams to grow portfolios.

You’ll receive structured training, mentorship, and hands-on practice designed to accelerate a career as a Financial Advisor within a full-service bank.

Qualifications

• Bachelor’s degree or higher required; financial services or sales experience a plus.
• Experience meeting or exceeding goals in a sales environment.
• Strong relationship-building and communication skills.
• Ability to source clients through networking and referrals.

Responsibilities

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

Skills

Business Acumen

Prospecting

Portfolio Analysis

Active Listening

Client Experience Branding

Education

Bachelor’s degree

High School Diploma

Tools

Microsoft Word

PowerPoint

Excel

Salesforce

Job description

Bank of America’s Merrill Advisor Development Program seeks individuals to join a robust wealth management team in the United States. You will build relationships with high-net-worth clients, develop tailored investment strategies, and collaborate with Merrill advisor teams to grow portfolios.

You’ll receive structured training, mentorship, and hands-on practice designed to accelerate a career as a Financial Advisor within a full-service bank.