Wealth Advisor - High-Net-Worth Growth & Training

Bank of America Corporation; Bakersfield (CA); On-site; USD 65,000 - 100,000; Full time

Benefits offered by this job

World-class training

One-on-one coaching

Career development

Job summary

Bank of America Merrill Wealth Management is seeking candidates for the Advisor Development Program to become Financial Advisors. The role focuses on building trusted relationships with high-net-worth clients, identifying client needs, and delivering tailored investment recommendations within a collaborative, in-office environment.

The program emphasizes training, mentorship, and career development. You will work with a team of advisors and banking partners to grow your practice, leveraging

Qualifications

• Requires Series 7 and 66 (or 63/65 in lieu) licenses.
• Minimum 1 year in investments industry or financial services sales.
• Strong relationship-building and communication skills.

Responsibilities

• Handle inbound inquiries regarding Merrill offerings and connect clients to suitable solutions.
• Position Merrill/Bank of America capabilities to clients.
• Collect client profile data following KYC to open accounts as appropriate.
• Provide investment product recommendations based on objectives, resources, time horizon, risk profile, and preferences.
• Document client interactions and opportunities in Salesforce.

Skills

Series 7 & 66 licenses

Financial services sales

Client relationship building

Communication skills

Prospecting & business development

MS Word, PowerPoint, Excel

Education

Bachelor’s degree

High School Diploma

Tools

Microsoft Word

PowerPoint

Excel

Job description

Bank of America Merrill Wealth Management is seeking candidates for the Advisor Development Program to become Financial Advisors. The role focuses on building trusted relationships with high-net-worth clients, identifying client needs, and delivering tailored investment recommendations within a collaborative, in-office environment.

The program emphasizes training, mentorship, and career development. You will work with a team of advisors and banking partners to grow your practice, leveraging