Wealth Advisor Development Program: Start Your Career

Bank of America; Lafayette (LA); On-site; USD 45,000 - 70,000; Full time

Job summary

Bank of America’s Merrill Wealth Management Advisor Development Program in Lafayette, LA trains you to build a client book, source prospects, and deliver personalized investment guidance. You’ll work with advisory teams to provide end-to-end wealth management services and grow your practice within a supportive, training-focused environment.

The program emphasizes compliance, ongoing education, and collaboration with banking and investment partners to help clients achieve financial goals and life

Qualifications

• Bachelor's degree or equivalent in finance, business, or related field.
• Experience in financial services or sales with proven results.
• Strong communication and relationship-building skills.

Responsibilities

• Handle inbound inquiries and position Merrill and Bank of America capabilities.
• Collect client data following KYC to open accounts.
• Provide investment recommendations based on objectives and risk profile; service accounts.
• Document client interactions and opportunities in Salesforce with accuracy.
• Collaborate with partners to deliver comprehensive financial solutions.

Skills

Business Acumen

Business Development

Oral Communications

Prospecting

Wealth Planning

Analytical Thinking

Client Experience Branding

Client Investments Management

Portfolio Analysis

Risk Management

Active Listening

Client Solutions Advisory

Emotional Intelligence

Referral Management

Trading

Education

Bachelor's degree

Job description

Bank of America’s Merrill Wealth Management Advisor Development Program in Lafayette, LA trains you to build a client book, source prospects, and deliver personalized investment guidance. You’ll work with advisory teams to provide end-to-end wealth management services and grow your practice within a supportive, training-focused environment.

The program emphasizes compliance, ongoing education, and collaboration with banking and investment partners to help clients achieve financial goals and life