Wealth Advisor Development Program - Launch Your Financial Career

Bank of America; Saint George (UT); On-site; USD 65,000 - 90,000; Full time

Job summary

Bank of America’s Merrill Wealth Management offers an Advisor Development Program designed for individuals transitioning into a Financial Advisor role. You will work with high-net-worth clients, identify needs, develop relationships, review goals, and provide comprehensive recommendations with mentoring from Merrill teams.

You will gain exposure to portfolio growth, collaborate with banking and investment partners, and complete required training and licensing steps to advance in wealth

Qualifications

• Holds Series 7 and 66 licenses (or 63/65 in lieu of 66).
• Bachelor’s degree required or equivalent experience.
• Experience in financial services or sales with proven results.

Responsibilities

• Handle inbound inquiries and present Merrill offerings.
• Build and manage a client book through prospecting and referrals.
• Assess client needs and recommend suitable investment solutions.
• Document client interactions and opportunities in Salesforce.
• Collaborate with Merrill advisors to support client goals.

Skills

Series 7/66 licenses

Interpersonal skills

Communication

Prospecting

Team collaboration

Education

Bachelor’s degree

Tools

Salesforce

Job description

Bank of America’s Merrill Wealth Management offers an Advisor Development Program designed for individuals transitioning into a Financial Advisor role. You will work with high-net-worth clients, identify needs, develop relationships, review goals, and provide comprehensive recommendations with mentoring from Merrill teams.

You will gain exposure to portfolio growth, collaborate with banking and investment partners, and complete required training and licensing steps to advance in wealth