Wealth Advisor Development Program: Launch Your Finance Career

Bank of America; Beaufort (SC); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

World class training

On-boarding programs

Mentoring by Merrill teams

Job summary

Bank of America and Merrill Wealth Management seek a candidate for the Advisor Development Program to become a Financial Advisor. You will work with high‑net‑worth clients, identify needs, develop relationships, review financial goals, and deliver comprehensive recommendations in partnership with Merrill Advisor Teams.

You will receive world‑class training and one‑on‑one coaching from the Academy at Bank of America, with opportunities to grow knowledge and portfolios through a defined advisory

Qualifications

• Minimum of one year experience in financial services or sales with meeting/exceeding goals.
• Proven ability to engage with and influence others.
• Exceptional interpersonal and relationship-building skills.
• Effective written and verbal communication; able to build trust quickly.

Responsibilities

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

Skills

Sales experience

Interpersonal skills

Communication

Relationship building

Team collaboration

Active listening

Education

Bachelor’s degree

Tools

Microsoft Office

Job description

Bank of America and Merrill Wealth Management seek a candidate for the Advisor Development Program to become a Financial Advisor. You will work with high‑net‑worth clients, identify needs, develop relationships, review financial goals, and deliver comprehensive recommendations in partnership with Merrill Advisor Teams.

You will receive world‑class training and one‑on‑one coaching from the Academy at Bank of America, with opportunities to grow knowledge and portfolios through a defined advisory