Wealth Advisor Development Program: Launch Your HNW Career

Bank of America Corporation; Florida; On-site; USD 65,000 - 90,000; Full time

Job summary

Bank of America Corporation, via Merrill Wealth Management, seeks candidates for the Advisor Development Program to become Financial Advisors. You will identify client needs, build relationships, review financial goals, and deliver tailored recommendations while collaborating with experienced Merrill teams for growth.

The role emphasizes licensing, onboarding, and a pathway to independent practice, with an emphasis on high-net-worth clients and in-office engagement.

Qualifications

• Hold Series 7 & 66 licenses (63 & 65 in lieu of 66).
• At least one year experience in financial services or sales with targets met.

Responsibilities

• Handle inbound inquiries from leads regarding Merrill offerings.
• Position the extensive capabilities of Merrill and Bank of America.
• Collect client profile data following KYC procedures to open accounts.
• Serve as interim Financial Advisor with recommendations and servicing accounts.
• Document all client interactions in Salesforce.

Skills

Interpersonal skills

Relationship building

Communication

Prospecting

Networking

Sales skills

Team collaboration

Technical literacy

Education

Bachelor’s degree

FINRA Series 7 & 66 licenses

Tools

Salesforce

Microsoft Office (Word, PowerPoint, Excel)

Job description

Bank of America Corporation, via Merrill Wealth Management, seeks candidates for the Advisor Development Program to become Financial Advisors. You will identify client needs, build relationships, review financial goals, and deliver tailored recommendations while collaborating with experienced Merrill teams for growth.

The role emphasizes licensing, onboarding, and a pathway to independent practice, with an emphasis on high-net-worth clients and in-office engagement.