Wealth Advisor: High-Net-Worth Growth & Solutions

Bank of America; Davenport (IA); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America’s Merrill Wealth Management is seeking candidates for their Advisor Development Program, designed for individuals transitioning into a Financial Advisor career. You will work with high-net-worth clients in a branch, identify needs, build relationships, review goals, and prepare investment recommendations aligned with client objectives.

Compliance with SAFE Act and licenses is required. Expect to develop a sustainable book of business, leverage technology to drive growth, and

Qualifications

• Currently holds FINRA SIE.
• 4+ years of progressive professional and/or military experience.
• 2+ years experience in investments industry.
• Ability to obtain Series 7 and 66 licenses within allotted program time.

Responsibilities

• Provide tailored and personalized advice to clients through reviews and presentations.
• Understand client solutions best suited for financial needs (core Banking, Investment and Life Priority solutions).
• Shadow Financial Advisor teams to build network and promote portfolio growth.
• Leverage resources and technologies to optimize the customer experience and service quality.
• Participate in ongoing training to develop a book of business and meet financial targets.

Skills

FINRA SIE

Time management

Relationship building

Communication

Fast-paced environment

Education

Bachelor's Degree in business-related field

Job description

Bank of America’s Merrill Wealth Management is seeking candidates for their Advisor Development Program, designed for individuals transitioning into a Financial Advisor career. You will work with high-net-worth clients in a branch, identify needs, build relationships, review goals, and prepare investment recommendations aligned with client objectives.

Compliance with SAFE Act and licenses is required. Expect to develop a sustainable book of business, leverage technology to drive growth, and