Wealth Management Advisor: Build a High-Net-Worth Practice

Bank of America Corporation; Pasadena (CA); On-site; USD 70,000 - 110,000; Full time

Job summary

Bank of America’s Merrill Wealth Management is seeking candidates for the Advisor Development Program designed to launch a career as a Financial Advisor serving high-net-worth clients. This in-office role combines wealth guidance with the bank’s investment products and a structured training pathway.

The position emphasizes building trusted client relationships, meeting regulatory requirements, and collaborating with banking and investment partners to deliver tailored financial solutions across

Qualifications

• Series 7 and 66 licenses required or equivalents
• Minimum of one year of investments industry experience
• Minimum of one year in financial services or sales with goals met

Responsibilities

• Handles inbound inquiries from leads regarding Merrill offerings
• Positions the extensive capabilities of Merrill and Bank of America
• Collects the necessary client profile data following KYC procedures to open accounts
• Serves as interim Financial Advisor, providing investment recommendations
• Documents all client interactions in Salesforce

Skills

Client relationship management

Prospecting

Active listening

Sales experience

Communication skills

Education

High School Diploma / GED

Job description

Bank of America’s Merrill Wealth Management is seeking candidates for the Advisor Development Program designed to launch a career as a Financial Advisor serving high-net-worth clients. This in-office role combines wealth guidance with the bank’s investment products and a structured training pathway.

The position emphasizes building trusted client relationships, meeting regulatory requirements, and collaborating with banking and investment partners to deliver tailored financial solutions across