Wealth Advisor in Training

Bank of America; Beaumont (TX); On-site; USD 70,000 - 100,000; Full time

Job summary

Bank of America’s Merrill Wealth Management Advisor Development Program is designed for professionals transitioning to a career as a Financial Advisor. The role emphasizes developing a book of business, sourcing clients, and delivering tailored investment guidance within a supportive training environment.

Applicants should hold Series 7 & 66 (or 63/65 in lieu) and have at least one year in financial services or sales.

Qualifications

• Minimum one year in financial services or sales with goals met.
• Bachelor’s degree or equivalent; FINRA licenses required (Series 7 & 66).
• Proven ability to engage, influence others and build trust quickly.

Responsibilities

• Handle inbound inquiries about Merrill offerings and advise clients.
• Document client interactions in Salesforce and maintain records.
• Position Merrill/BoA capabilities to meet client objectives.

Skills

Strong communication

Relationship building

Prospecting

Team collaboration

Problem solving

Education

Bachelor’s degree

FINRA licenses (Series 7 & 66)

Tools

Salesforce

Microsoft Word

PowerPoint

Excel

Job description

Bank of America’s Merrill Wealth Management Advisor Development Program is designed for professionals transitioning to a career as a Financial Advisor. The role emphasizes developing a book of business, sourcing clients, and delivering tailored investment guidance within a supportive training environment.

Applicants should hold Series 7 & 66 (or 63/65 in lieu) and have at least one year in financial services or sales.