Wealth Advisor - High-Net-Worth Growth & Mentorship

Bank of America Corporation; North Carolina; On-site; USD 60,000 - 110,000; Full time

Job summary

Bank of America Corporation invites you to join the Merrill Advisor Development Program as a Financial Advisor. You will engage high-net-worth individuals, identify their needs, and deliver comprehensive recommendations aligned with their goals.

You’ll collaborate with Merrill advisor teams to grow portfolio and develop your advisory skills. The role emphasizes sourcing clients, networking, and building trust through transparent guidance.

Qualifications

• Bachelor’s degree or equivalent in a related field preferred.
• 1+ year experience in financial services or sales with meeting targets.
• Series 7 & 66 licenses (63/65 in lieu) required or in progress.

Responsibilities

• Handle inbound inquiries and promote Merrill offerings to clients.
• Build and maintain relationships with high-net-worth individuals.
• Collect client data and perform KYC steps to open accounts.
• Provide investment recommendations aligned with client goals and risk profile.
• Document client interactions and opportunities in Salesforce.

Skills

Prospecting

Client relationships

Communication

Sales mindset

Team collaboration

Time management

Problem solving

Financial acumen

Active listening

Relationship building

Education

Bachelor’s degree

Tools

Microsoft Word

PowerPoint

Excel

Job description

Bank of America Corporation invites you to join the Merrill Advisor Development Program as a Financial Advisor. You will engage high-net-worth individuals, identify their needs, and deliver comprehensive recommendations aligned with their goals.

You’ll collaborate with Merrill advisor teams to grow portfolio and develop your advisory skills. The role emphasizes sourcing clients, networking, and building trust through transparent guidance.