Wealth Advisor Development Program – Trainee

Bank of America; Charlotte (NC); On-site; USD 50,000 - 90,000; Full time

Benefits offered by this job

World class training

One-on-one coaching

Investment in career growth

Job summary

A leading financial institution is seeking a Financial Advisor for the Advisor Development Program to help high-net-worth individuals. The role focuses on developing client relationships, delivering financial recommendations, and exceeding performance targets. Candidates should have Series 7 & 66 licenses, possess strong interpersonal skills, and ideally have prior experience in financial services. This position requires good communication and organizational abilities, with extensive training and support provided to ensure success.

Qualifications

• Currently holds Series 7 & 66 licenses.
• Minimum of one year experience in the financial service industry.
• Proven ability to engage with and influence others.

Responsibilities

• Handle inbound inquiries from leads regarding Merrill offerings.
• Recommend investment products and services based on client needs.
• Document all client interactions within Salesforce.

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

Tools

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

A leading financial institution is seeking a Financial Advisor for the Advisor Development Program to help high-net-worth individuals. The role focuses on developing client relationships, delivering financial recommendations, and exceeding performance targets. Candidates should have Series 7 & 66 licenses, possess strong interpersonal skills, and ideally have prior experience in financial services. This position requires good communication and organizational abilities, with extensive training and support provided to ensure success.