Wealth Advisor Development Program - Southeast Market

Bank of America; Statesboro (GA); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America, through Merrill Wealth Management, offers the Advisor Development Program for aspiring Financial Advisors. You will identify client needs, build relationships, and deliver comprehensive recommendations while collaborating with Merrill Advisor Teams to grow portfolios.

The program emphasizes in-office collaboration, training, and coaching to develop advisory skills for serving high-net-worth individuals and institutions, with ongoing professional development and performance-based

Qualifications

• Required: Series 7 & 66 licenses (63/65 in lieu).
• Minimum 1 year in financial services or sales with goal achievement.
• Investments industry experience and product knowledge.
• Strong interpersonal and communication abilities.
• Proven ability to build trust and influence clients.
• Ability to source clients via prospecting and networking.

Responsibilities

• Handle inquiries and present Merrill/Bank of America capabilities.
• Reference internal specialists and refer as needed.
• Provide investment product recommendations aligned with client goals.
• Balance growth activities with client servicing and compliance.
• Document client interactions in Salesforce.

Skills

Licensed Series 7 & 66

Financial services sales

Investments knowledge

Interpersonal skills

Communication skills

Team collaboration

Prospecting & networking

MS Office literacy

Education

Bachelor's degree

Tools

Salesforce

Microsoft Office (Word/PowerPoint/Excel)

Job description

Bank of America, through Merrill Wealth Management, offers the Advisor Development Program for aspiring Financial Advisors. You will identify client needs, build relationships, and deliver comprehensive recommendations while collaborating with Merrill Advisor Teams to grow portfolios.

The program emphasizes in-office collaboration, training, and coaching to develop advisory skills for serving high-net-worth individuals and institutions, with ongoing professional development and performance-based