Wealth Advisor Program - Launch Your Financial Career

Bank of America Corporation

Towson (MD)

On-site

USD 60,000 - 100,000

Full time

2 days ago

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Job summary

Bank of America’s Merrill Wealth Management seeks a Financial Advisor to work with high‑net‑worth clients, identify needs, review goals, and prepare investment recommendations. You will leverage technology and Salesforce, follow KYC procedures, and collaborate with a team to grow the franchise while meeting regulatory requirements; license combo: Series 7 and 66 (or 63/65).

This role emphasizes in‑office collaboration, client service excellence, and a path for professional development within a

Qualifications

Minimum education: High School Diploma / GED / Secondary School or equivalent.
Bachelor’s degree and/or minimum of one year of financial services industry or sales experience.
Hold or have held Series 7 and 66 licenses (or 63/65 in lieu).
Strong interpersonal and relationship-building skills with the ability to engage others.
Proven ability to prospect, network, and meet or exceed goals.
Excellent written and verbal communication skills.

Responsibilities

Handle inbound inquiries from leads regarding Merrill offering.
Position the capabilities of Merrill and Bank of America.
Collect client profile data and perform KYC procedures to open accounts as appropriate.
Serve as interim Financial Advisor, recommending suitable investment products and servicing client accounts.
Document all client interactions and opportunities in Salesforce.