Wealth Advisor Development Track

Bank of America Corporation; The Woodlands (TX); On-site; USD 70,000 - 110,000; Full time

Job summary

Bank of America Corporation's Merrill Wealth Management is seeking a motivated Financial Advisor Development Program participant to work with high-net-worth clients, identify needs, and develop relationships while guiding investment strategies.

You will leverage technology, complete KYC processes, and collaborate with partners to execute growth plans. Licensing requirements apply, and the role offers in-office collaboration with performance-based earnings.

Qualifications

• Requires FINRA Series 7 and 66 licenses (or equivalents).
• Minimum 1 year in investments or financial services sales.
• Proven ability to prospect and build client relationships.
• Strong communication and interpersonal skills.
• Comfort with performance-based compensation.

Responsibilities

• Handle inbound inquiries and present Merrill offerings.
• Profile client data and follow KYC procedures to open accounts.
• Act as interim Financial Advisor with suitable investment recommendations.
• Document client interactions in Salesforce.

Skills

Relationship building

Prospecting

Communication skills

Sales orientation

Team collaboration

Financial acumen

Tech literacy

Education

Bachelor’s degree

FINRA Series 7 & 66 licenses

Tools

Salesforce

MS Excel

Job description

Bank of America Corporation's Merrill Wealth Management is seeking a motivated Financial Advisor Development Program participant to work with high-net-worth clients, identify needs, and develop relationships while guiding investment strategies.

You will leverage technology, complete KYC processes, and collaborate with partners to execute growth plans. Licensing requirements apply, and the role offers in-office collaboration with performance-based earnings.