Wealth Advisor (In-Office) — Grow High-Net-Worth Relationships

Bank of America; Springfield (MO); On-site; USD 60,000 - 100,000; Full time

Job summary

Bank of America in the United States is seeking candidates for the Advisor Development Program within Merrill Wealth Management. You will work with high-net-worth clients in a branch setting, identifying needs and developing relationships while preparing investment recommendations aligned with client goals.

The role emphasizes leveraging technology to drive business growth, building a sustainable book of business, and pursuing a career as a Financial Advisor within the bank.

Qualifications

• Currently holds FINRA SIE license.
• 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.
• Self-starter with time management and relationship-building skills.
• Excellent communication and collaboration abilities.
• Comfortable in a fast-paced environment with regulatory due diligence.

Responsibilities

• Learns to provide tailored and personalized advice to clients through reviews and presentations.
• Understands client solutions best suited for financial needs, including core Banking and Investment products.
• Shadows Financial Advisor teams to build network and promote portfolio growth.
• Leverages resources and technology to optimize the customer experience and ensure accuracy.
• Participates in ongoing training to build a book of business and meet financial targets.
• Builds relationships with internal service providers and manages client needs.
• Manages risk proactively in all business activities.

Education

Bachelor's Degree

Tools

CRM software

Microsoft Excel

Job description

Bank of America in the United States is seeking candidates for the Advisor Development Program within Merrill Wealth Management. You will work with high-net-worth clients in a branch setting, identifying needs and developing relationships while preparing investment recommendations aligned with client goals.

The role emphasizes leveraging technology to drive business growth, building a sustainable book of business, and pursuing a career as a Financial Advisor within the bank.