Wealth Advisor Development Program: Launch Your Career

Bank of America; Dallas (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America, Merrill Wealth Management, seeks candidates for the Advisor Development Program to train as Financial Advisors. You will work with high-net-worth individuals, identifying needs, building relationships, and delivering comprehensive recommendations aligned with clients’ goals and life priorities.

The role offers in-office training, collaboration with Merrill Financial Advisor Teams, and a path to attain professional licenses while growing a personal client book.

Qualifications

• Requires Series 7 and Series 66 licenses (63/65 as alternative).
• At least 1 year in financial services or sales with proven meeting of goals.
• 1 year in investments with knowledge of investment products.

Responsibilities

• Handle inbound inquiries regarding Merrill offerings.
• Position Merrill and Bank of America capabilities to clients.
• Collect client profile data and perform KYC to open accounts.
• Provide investment product recommendations based on client objectives and risk profile.
• Document client interactions in Salesforce.

Skills

Series 7

Series 66

Sales experience

Interpersonal skills

Communication skills

Education

Bachelor’s degree

Tools

Salesforce

Microsoft Office

Job description

Bank of America, Merrill Wealth Management, seeks candidates for the Advisor Development Program to train as Financial Advisors. You will work with high-net-worth individuals, identifying needs, building relationships, and delivering comprehensive recommendations aligned with clients’ goals and life priorities.

The role offers in-office training, collaboration with Merrill Financial Advisor Teams, and a path to attain professional licenses while growing a personal client book.