Wealth Advisor: Grow Your Book, Advise Clients

Bank of America Corporation; The Woodlands (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America, through Merrill Wealth Management, seeks an Advisor Development professional to build a practice by sourcing clients, assessing needs, and delivering tailored investment guidance. You will work within a results-driven environment, coordinating with banking and investment partners to meet client goals.

The role emphasizes relationship-building, compliance, and ongoing education as you develop into a Financial Advisor in a structured program.

Qualifications

• Active Series 7 and 66 licenses required (63/65 as substitute).
• Minimum 1 year in financial services or a sales environment with performance goals.
• Investments industry knowledge and training.
• Strong interpersonal, communication, and relationship-building skills.

Responsibilities

• Handle inbound inquiries about Merrill offerings and lead conversions.
• Position Merrill/Bank of America capabilities to clients.
• Collect client profile data and open accounts per KYC procedures.
• Provide investment product recommendations based on client objectives and risk tolerance.
• Document client interactions and opportunities in Salesforce.

Skills

Series 7

Series 66

Financial services experience

Sales experience

Investments knowledge

Interpersonal skills

Communication skills

KYC

Team collaboration

Prospecting

Microsoft Office

Client advisory

Education

Bachelor’s degree

Tools

Salesforce

MS Office

Job description

Bank of America, through Merrill Wealth Management, seeks an Advisor Development professional to build a practice by sourcing clients, assessing needs, and delivering tailored investment guidance. You will work within a results-driven environment, coordinating with banking and investment partners to meet client goals.

The role emphasizes relationship-building, compliance, and ongoing education as you develop into a Financial Advisor in a structured program.