Wealth Advisor Development Program — Start Your Career

Bank of America Corporation

Lubbock (TX)

On-site

USD 70,000 - 120,000

Full time

4 hours ago

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Job summary

Bank of America Corporation’s Merrill Wealth Management is seeking a Financial Advisor/Wealth Management Associate to work with high-net-worth clients. This role focuses on identifying client needs, developing relationships, reviewing goals, and delivering investment recommendations.

You will leverage Merrill’s research with Bank of America’s banking capabilities to grow client relationships and assets. The position emphasizes in-office collaboration, regulatory compliance, and performance-based

Qualifications

Bachelor’s degree or higher preferred; financial services experience valued.
Minimum one year in investments industry or financial services sales role.
Proven ability to engage with and influence clients and prospects.
Strong interpersonal and relationship-building skills with credibility.
Excellent written and verbal communication skills.

Responsibilities

Handle inbound inquiries and explain Merrill offerings to clients.
Position Merrill plus Bank of America capabilities to clients.
Collect client profile data following KYC to open accounts.
Provide investment recommendations aligned with client objectives and risk profile.
Document client interactions in Salesforce accurately.