Wealth Advisor Development Program - Train, Grow, Impact

Bank of America; Dallas (TX); On-site; USD 70,000 - 100,000; Full time

Job summary

Bank of America, Merrill Wealth Management, seeks a candidate for its Advisor Development Program to grow a book of business and provide investment guidance to high-net-worth individuals. You will collaborate with Merrill Financial Advisor Teams to enhance portfolio growth and client service in a structured, in-office program.

This role emphasizes meeting performance hurdles, sourcing clients, and delivering tailored solutions while adhering to regulatory training and ongoing certifications.

Qualifications

• Series 7 and 66 licenses (63/65 in lieu of 66) are required.
• Minimum 1 year in financial services or sales with performance.
• Investments knowledge and ability to discuss investment products and services.

Responsibilities

• Handle inbound inquiries regarding Merrill offerings.
• Position Merrill/Bank of America capabilities to clients.
• Collect client profile data and open accounts following KYC.
• Provide investment recommendations and service client accounts.

Skills

Sales skills

Relationship building

Interpersonal skills

Problem solving

Time management

Education

Bachelor’s degree

Job description

Bank of America, Merrill Wealth Management, seeks a candidate for its Advisor Development Program to grow a book of business and provide investment guidance to high-net-worth individuals. You will collaborate with Merrill Financial Advisor Teams to enhance portfolio growth and client service in a structured, in-office program.

This role emphasizes meeting performance hurdles, sourcing clients, and delivering tailored solutions while adhering to regulatory training and ongoing certifications.