Wealth Advisor – High-Net-Worth Client Focus

Bank of America Corporation; Santa Clarita (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

The Bank of America Merrill Wealth Management Advisor Development Program invites motivated individuals to start a career as Financial Advisor. You will work with high-net-worth clients, assess needs, review investment goals, and prepare tailored recommendations leveraging Merrill and Bank of America resources.

The role emphasizes relationship-building, compliance, and growth through technology while supporting the advisory team and cross-functional partners.

Qualifications

• Currently holds Series 7 and 66 licenses (or the equivalent 63/65).
• Minimum of one year in investments and financial services.
• Proven ability to engage, influence, and build trust.
• Strong interpersonal and communication skills.
• Proficiency with MS Word, PowerPoint, and Excel.

Responsibilities

• Handle inbound inquiries regarding Merrill offerings.
• Position Merrill and Bank of America capabilities to clients.
• Collect client profile data, follow KYC procedures.
• Serve as interim Financial Advisor with suitable recommendations.
• Document client interactions and opportunities in Salesforce.

Skills

Business Acumen

Prospecting

Client Investments Management

Portfolio Analysis

Active Listening

Trading

Education

High School Diploma / GED

Bachelor’s degree (desirable)

Tools

Microsoft Word

PowerPoint

Excel

Job description

The Bank of America Merrill Wealth Management Advisor Development Program invites motivated individuals to start a career as Financial Advisor. You will work with high-net-worth clients, assess needs, review investment goals, and prepare tailored recommendations leveraging Merrill and Bank of America resources.

The role emphasizes relationship-building, compliance, and growth through technology while supporting the advisory team and cross-functional partners.