Wealth Management Advisor — Development Program

Bank of America Corporation; Baton Rouge (LA); On-site; USD 60,000 - 120,000; Full time

Benefits offered by this job

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Job summary

Merrill Wealth Management, a unit of Bank of America, is seeking individuals to join the Advisor Development Program. You will work with high-net-worth clients, identify needs, review investment goals, and prepare tailored investment recommendations.

The role requires licensing, strong relationship skills, and the ability to drive business development while adhering to regulatory guidelines. Expect a structured in-office culture with collaboration, client-focused service, and opportunities for

Qualifications

• Series 7 and 66 licenses required or the equivalent 63/65 in lieu of 66
• Minimum of one year in the investments industry with product knowledge
• Minimum of one year in financial services or sales with proven results
• Strong interpersonal and relationship-building skills to quickly establish trust
• Excellent written and verbal communication; ability to listen and probe for clarity
• Ability to collaborate on a team and with key partners, goal-oriented, with follow-through
• Entrepreneurial mindset with proven ability to source clients via prospecting and networking
• Ability to thrive in an environment where compensation is performance-based
• Proficiency in Microsoft Word, PowerPoint, and Excel

Responsibilities

• Handle inbound inquiries from Merrill offerings and guide prospects
• Position Merrill and Bank of America capabilities to clients and prospects
• Collect client profile data following KYC procedures to open accounts
• Serve as interim Financial Advisor; recommend suitable investment products
• Document client interactions and opportunities in Salesforce accurately

Skills

Business Acumen

Business Development

Oral Communications

Prospecting

Wealth Planning

Analytical Thinking

Client Branding

Client Investments

Portfolio Analysis

Risk Management

Active Listening

Client Solutions

Emotional Intelligence

Referral Management

Trading

Education

High School Diploma

Bachelor’s degree

Job description

Merrill Wealth Management, a unit of Bank of America, is seeking individuals to join the Advisor Development Program. You will work with high-net-worth clients, identify needs, review investment goals, and prepare tailored investment recommendations.

The role requires licensing, strong relationship skills, and the ability to drive business development while adhering to regulatory guidelines. Expect a structured in-office culture with collaboration, client-focused service, and opportunities for