Wealth Management Advisor Development Program

Bank of America Corporation; Portland (OR); On-site; USD 85,000 - 125,000; Full time

Job summary

Bank of America Corporation’s Merrill Wealth Management Advisor Development Program seeks individuals to work with high-net-worth clients, uncover needs, build relationships, review investment goals, and prepare tailored recommendations. The role emphasizes leveraging technology to drive growth and a strong client-centric approach.

Ideal candidates hold required licenses, have investment industry experience, and can operate in a performance-driven environment.

Qualifications

• Series 7 and 66 licenses required (or 63/65 in lieu)
• Minimum of one year of experience in the investments industry
• Minimum of one year in financial services or a sales environment with targets
• Proven ability to engage with and influence others
• Strong interpersonal and relationship-building skills; credible and trustworthy
• Effective written and verbal communication skills
• Proven ability to listen, assess needs, and propose solutions
• Ability to collaborate on a team with partners
• Entrepreneurial mindset with prospecting and networking skills
• Tech literacy with common MS Office tools

Responsibilities

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

Skills

Client relationship building

Communication

Sales skills

Team collaboration

Detail oriented

Education

Bachelor's degree

Tools

Microsoft Word

PowerPoint

Excel

Job description

Bank of America Corporation’s Merrill Wealth Management Advisor Development Program seeks individuals to work with high-net-worth clients, uncover needs, build relationships, review investment goals, and prepare tailored recommendations. The role emphasizes leveraging technology to drive growth and a strong client-centric approach.

Ideal candidates hold required licenses, have investment industry experience, and can operate in a performance-driven environment.