Wealth Advisor Development Program — Launch Your Career

Bank of America Corporation; Fairhope (AL); On-site; USD 80,000 - 110,000; Full time

Job summary

Bank of America Corporation’s Merrill Wealth Management is seeking a Financial Advisor/Client Associate to engage high-net-worth clients, build trusted relationships, and provide investment guidance. The role emphasizes compliance, KYC, and collaboration with a broad advisory team to deliver tailored retirement and wealth planning strategies.

Ideal candidates bring Series 7/66 licenses, sales experience, and strong communication skills to drive growth while aligning with regulatory requirements

Qualifications

• Current holds Series 7 and Series 66 licenses (or 63/65 in lieu)
• Minimum of 1 year in investments industry with product knowledge
• Minimum of 1 year in financial services or sales with targets achieved
• Proven ability to engage and influence others
• Strong interpersonal and relationship-building skills
• Effective written and verbal communication
• Ability to listen, assess needs and propose solutions
• Team-oriented with collaboration
• Entrepreneurial mindset with client prospecting
• Proficient in MS Word, PowerPoint, Excel

Responsibilities

• Handle inbound inquiries from Merrill offerings
• Position Merrill and Bank of America capabilities for clients
• Collect client profile data following KYC to open accounts
• Serve as interim Financial Advisor with suitable investment recommendations
• Document all client interactions in Salesforce

Skills

Series 7

Series 66

Sales experience

Interpersonal skills

Communication

Relationship building

Prospecting

KYC

Team collaboration

Tech literacy

Microsoft Office

Education

High School Diploma

Tools

Salesforce

Job description

Bank of America Corporation’s Merrill Wealth Management is seeking a Financial Advisor/Client Associate to engage high-net-worth clients, build trusted relationships, and provide investment guidance. The role emphasizes compliance, KYC, and collaboration with a broad advisory team to deliver tailored retirement and wealth planning strategies.

Ideal candidates bring Series 7/66 licenses, sales experience, and strong communication skills to drive growth while aligning with regulatory requirements