Wealth Advisor Development Program: Launch Your Career

Bank of America Corporation; Tyler (TX); On-site; USD 60,000 - 100,000; Full time

Job summary

Merrill Wealth Management, part of Bank of America, is seeking an Advisor Development Program participant to work with high-net-worth clients, identify needs, build relationships, review goals, and prepare investment recommendations in a performance-driven environment.

The role emphasizes leveraging technology, conducting thorough profiling, and executing business development plans, with compliance to privacy and regulatory standards. Remote flexibility may vary by role.

Qualifications

• Holds securities licenses (Series 7 and 66 or equivalent)
• Experience in financial services or sales with meeting/exceeding goals
• Strong interpersonal and relationship-building abilities
• Excellent written and verbal communication skills
• Proficient with Microsoft Office (Word, PowerPoint, Excel)

Responsibilities

• Handle inbound inquiries from leads regarding Merrill offering
• Present Merrill and Bank of America capabilities to clients
• Collect client profile data and open accounts following KYC procedures
• Act as interim Financial Advisor, recommending suitable investment products
• Document all client interactions in Salesforce accurately

Skills

Series 7

Series 66

Sales experience

Interpersonal skills

Communication skills

Microsoft Word

PowerPoint

Excel

Education

High School Diploma / GED

Bachelor’s degree

Job description

Merrill Wealth Management, part of Bank of America, is seeking an Advisor Development Program participant to work with high-net-worth clients, identify needs, build relationships, review goals, and prepare investment recommendations in a performance-driven environment.

The role emphasizes leveraging technology, conducting thorough profiling, and executing business development plans, with compliance to privacy and regulatory standards. Remote flexibility may vary by role.