Wealth Advisor | High‑Net‑Worth Client Growth

Bank of America Corporation; Frontenac (MO); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

Benefits package

Incentive plan

Job summary

Bank of America Corporation's Merrill Wealth Management seeks candidates for the Advisor Development Program, aimed at transitioning individuals into Financial Advisors. The role supports high-net-worth client engagement, develops relationships, and prepares investment recommendations while leveraging Merrill's insights and Bank of America’s banking services.

Onsite work may be required; the program emphasizes collaboration, development, and career growth within an in-office culture.

Qualifications

• Series 7 and 66 licenses required or equivalent.
• 2) Bachelor's degree or higher preferred; high school diploma acceptable with experience.
• Experience in investments and financial services or sales environments.
• Strong interpersonal and relationship-building skills.

Responsibilities

• Hodes inbound inquiries from leads regarding Merrill offering.
• Position Merrill/Bank of America capabilities to clients.
• Collect client profile data per KYC and open accounts as appropriate.
• Serve as interim Financial Advisor; recommend investments.
• Document client interactions in Salesforce.

Skills

Series 7/66 licenses

Investment knowledge

Client relationship

Effective communication

Prospecting

Networking

Team collaboration

Goal orientation

Education

Bachelor's degree

High School Diploma

Tools

Microsoft Office

Salesforce

Job description

Bank of America Corporation's Merrill Wealth Management seeks candidates for the Advisor Development Program, aimed at transitioning individuals into Financial Advisors. The role supports high-net-worth client engagement, develops relationships, and prepares investment recommendations while leveraging Merrill's insights and Bank of America’s banking services.

Onsite work may be required; the program emphasizes collaboration, development, and career growth within an in-office culture.