Wealth Management Advisor Development Program

Bank of America Corporation; Lafayette (LA); On-site; USD 65,000 - 100,000; Full time

Job summary

Bank of America Corporation's Merrill Wealth Management Advisor Development Program seeks individuals to build relationships with high-net-worth clients, identify needs, review investment goals, and prepare tailored recommendations. You will leverage technology, profile clients, and support growth initiatives while adhering to privacy and regulatory requirements.

Requirements include Series 7/66 licenses or equivalents, and prior investment or sales experience.

Qualifications

• Currently holds Series 7 and 66 licenses (or 63/65 equivalents).
• Experience in investments and financial services, and sales experience.
• Strong interpersonal skills, integrity, and ability to build trust.
• Proven ability to work collaboratively and meet goals within a team.

Responsibilities

• Engage inbound inquiries and present Merrill/Bank of America capabilities.
• Collect client data and open accounts per KYC standards.
• Provide investment product recommendations aligned with client objectives.
• Document client interactions in Salesforce; support business development.

Skills

Business Acumen

Business Development

Oral Communications

Prospecting

Wealth Planning

Analytical Thinking

Client Experience Branding

Client Investments Management

Portfolio Analysis

Risk Management

Active Listening

Client Solutions Advisory

Emotional Intelligence

Referral Management

Trading

Education

Bachelor’s degree

High School Diploma / GED

Tools

Salesforce

Microsoft Excel

Microsoft PowerPoint

Microsoft Word

Job description

Bank of America Corporation's Merrill Wealth Management Advisor Development Program seeks individuals to build relationships with high-net-worth clients, identify needs, review investment goals, and prepare tailored recommendations. You will leverage technology, profile clients, and support growth initiatives while adhering to privacy and regulatory requirements.

Requirements include Series 7/66 licenses or equivalents, and prior investment or sales experience.