Wealth Advisor Development Program - Training & Growth

Bank of America Corporation; New York (NY); On-site; USD 85,000 - 140,000; Full time

Job summary

The Merrill Advisor Development Program - Financial Advisor at Bank of America is designed for individuals excited to begin a career in wealth management. You will identify client needs, build relationships, and deliver tailored recommendations with Merrill teams.

You’ll receive mentorship, training, and access to investment and banking solutions to help clients reach their goals. The in‑office culture emphasizes collaboration, engagement, and career development.

Qualifications

• Currently holds Series 7 & 66 licenses
• Minimum of one year in financial services or a sales environment
• Knowledge of investment products and services
• Strong communication and interpersonal skills

Responsibilities

• Handles inbound inquiries about Merrill offerings
• Positions the extensive capabilities of Merrill and Bank of America
• Collects the necessary client profile data, following standard KYC procedures to open account(s) as appropriate
• Serves as interim Financial Advisor, providing recommendation of investment products and services that are suitable for prospects and clients
• Documents all client interactions and opportunities within Salesforce accurately

Skills

Series 7

Series 66

Sales experience

Interpersonal skills

Communication skills

Prospecting

Client relationships

Team collaboration

Financial knowledge

Trading

Education

High School Diploma / GED

Bachelor’s degree

Tools

Microsoft Office

Job description

The Merrill Advisor Development Program - Financial Advisor at Bank of America is designed for individuals excited to begin a career in wealth management. You will identify client needs, build relationships, and deliver tailored recommendations with Merrill teams.

You’ll receive mentorship, training, and access to investment and banking solutions to help clients reach their goals. The in‑office culture emphasizes collaboration, engagement, and career development.