Wealth Advisor Development Program: Launch Your Financial Career

Bank of America Corporation; Lake Jackson (TX); On-site; USD 60,000 - 120,000; Full time

Job summary

Bank of America Corporation is seeking an Advisor Development Program professional for Merrill Wealth Management to work with high-net-worth clients, identifying needs, building relationships, and delivering investment guidance within an in-office team.

The role emphasizes leveraging technology, achieving growth goals, executing business development plans, and ensuring regulatory compliance. Applicants should hold Series 7/66 licenses and have sales experience in financial services.

Qualifications

• Licenses Series 7 and 66 required or equivalent.
• Minimum 1 year experience in investments or financial services sales.
• Experience in a sales environment with goals met or exceeded.
• Strong communication and interpersonal skills.
• Ability to build trust quickly and network prospecting.

Responsibilities

• Handle inbound inquiries regarding Merrill offering.
• Position Merrill and Bank of America capabilities.
• Collect client profile data following KYC procedures to open account(s).
• Serve as interim Financial Advisor, recommending investments based on objectives and resources.
• Document all client interactions and opportunities in Salesforce.

Skills

Series 7 & 66 licenses

Sales experience

Interpersonal skills

Communication skills

KYC experience

Microsoft Word

PowerPoint

Excel

Team collaboration

Client relationship building

Education

Securities licenses: Series 7 & 66

Bachelor’s degree (preferred)

Tools

Salesforce

Microsoft Office

Job description

Bank of America Corporation is seeking an Advisor Development Program professional for Merrill Wealth Management to work with high-net-worth clients, identifying needs, building relationships, and delivering investment guidance within an in-office team.

The role emphasizes leveraging technology, achieving growth goals, executing business development plans, and ensuring regulatory compliance. Applicants should hold Series 7/66 licenses and have sales experience in financial services.