Wealth Advisor in Training for High-Net-Worth Clients

Bank of America Corporation; Wisconsin; On-site; USD 60,000 - 90,000; Full time

Job summary

Merrill Wealth Management is seeking candidates for its Advisor Development Program (ADP) Journey within a Merrill branch, working with high-net-worth clients to identify needs, develop relationships, review investment goals, and prepare recommendations.

The MFSA role offers training to become an independent financial advisor, exposure to affluent clients, and opportunity to advance within Merrill Wealth Management; located in a Merrill branch.

Responsibilities

• Learns how to provide tailored advice to clients via reviews and presentations to assess goals and recommend strategies.
• Understands client solutions best suited to financial needs, such as core Banking and Investment tools.
• Shadows Financial Advisor teams to grow portfolio through market updates and product discussions.
• Leverages resources to optimize customer experience with accuracy and efficiency.
• Participates in ongoing training to grow a book of business and reach financial targets.
• Builds relationships with internal service providers based on client needs and assets.
• Manages risk proactively across business, product, and service transactions.

Job description

Merrill Wealth Management is seeking candidates for its Advisor Development Program (ADP) Journey within a Merrill branch, working with high-net-worth clients to identify needs, develop relationships, review investment goals, and prepare recommendations.

The MFSA role offers training to become an independent financial advisor, exposure to affluent clients, and opportunity to advance within Merrill Wealth Management; located in a Merrill branch.