Wealth Advisor Development Trainee – High-Net-Worth Growth

Bank of America; Pleasanton (CA); On-site; USD 53,000 - 60,000; Full time

Benefits offered by this job

Paid time off

Benefits program

Job summary

Bank of America is hiring through the Advisor Development Program - Financial Advisor-Partially Registered in California, catering to high-net-worth clients. You’ll identify needs, build relationships, and deliver investment recommendations as you train to become a Financial Advisor.

You’ll be mentored by Merrill Financial Advisor Teams, grow a book of business, and advance toward independent advisory responsibilities with access to comprehensive training and support from Bank of America and

Qualifications

• Experience in client investments and advisory services is required or strongly preferred.
• Strong relationship-building and communication skills are essential.
• Ability to manage expectations and develop a robust book of business.
• Demonstrated ability to collaborate with teams and drive growth.

Responsibilities

• Build and manage relationships with high-net-worth clients and prospects.
• Identify needs, review financial goals, and prepare investment recommendations.
• Collaborate with Merrill Financial Advisor Teams to promote portfolio growth.
• Balance growth, referrals and client service with regulatory due diligence.
• Develop a sustainable book of business and pursue ongoing training.

Skills

Account Management

Client Investments Management

Client Management

Relationship Building

Advisory

Business Development

Prospecting

Referral Identification

Sales Performance Management

Education

Bachelor's Degree (business)

Job description

Bank of America is hiring through the Advisor Development Program - Financial Advisor-Partially Registered in California, catering to high-net-worth clients. You’ll identify needs, build relationships, and deliver investment recommendations as you train to become a Financial Advisor.

You’ll be mentored by Merrill Financial Advisor Teams, grow a book of business, and advance toward independent advisory responsibilities with access to comprehensive training and support from Bank of America and