Wealth Advisory Associate: Build Relationships & Growth

Bank of America; West Des Moines (IA); On-site; USD 75,000 - 110,000; Full time

Job summary

Merrill Wealth Management is seeking a Financial Advisor Development professional to work with high‑net worth clients in a branch setting. You will identify client needs, review goals, and prepare investment recommendations aligned with client objectives, leveraging technology to grow the book of business.

The program emphasizes in-office attendance with role-specific flexibility, and requires regulatory registration including SAFE Act background checks.

Qualifications

• Currently holds FINRA SIE.
• 2+ years experience in investments.
• 4+ years progressive professional and/or military experience.
• Ability to obtain Series 7 and 66 licenses within allotted program time.
• Strong communication and relationship-building skills.

Responsibilities

• Learns to provide tailored and personalized advice to clients through reviews and presentations.
• Identifies client needs and develops relationships to meet goals.
• Reviews investment goals and prepares investment recommendations aligned with client objectives.
• Leverages technology to achieve business growth and profiles client investor risk.
• Shadows advisor teams to expand network and promote portfolio growth.
• Manages risk proactively in all aspects of business and services.
• Builds relationships with internal service providers to support clients.

Skills

FINRA SIE

Time management

Relationship building

Communication

Sales skills

Self-motivated

Education

Bachelor's Degree

Job description

Merrill Wealth Management is seeking a Financial Advisor Development professional to work with high‑net worth clients in a branch setting. You will identify client needs, review goals, and prepare investment recommendations aligned with client objectives, leveraging technology to grow the book of business.

The program emphasizes in-office attendance with role-specific flexibility, and requires regulatory registration including SAFE Act background checks.