Wealth Management Advisor Development Program

Bank of America Corporation; Southlake (TX); On-site; USD 85,000 - 140,000; Full time

Job summary

Bank of America Corporation, through Merrill Wealth Management, seeks a Financial Advisor who engages high-net-worth clients, develops relationships, and reviews goals to provide tailored investment recommendations. The role emphasizes leveraging Merrill and Bank of America's capabilities to drive growth and client satisfaction.

Candidates should hold required licenses, possess strong communication and networking skills, and be comfortable with performance-based compensation.

Qualifications

• Hold Series 7 and 66 (or 63/65 in lieu) licenses.
• Minimum 1 year in investments and financial services or sales.
• Proven ability to engage with and influence others.
• Strong interpersonal and relationship-building skills.
• Excellent written and verbal communication skills.
• Ability to work with a team and manage multiple priorities.

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 investments.
• Document all client interactions in Salesforce accurately.

Skills

Series 7 licenses

Series 66 licenses

Investments knowledge

Sales experience

Communication

Relationship building

KYC procedures

Proficiency in Microsoft Word, PowerP

Education

Bachelor’s degree

High School Diploma / GED

Job description

Bank of America Corporation, through Merrill Wealth Management, seeks a Financial Advisor who engages high-net-worth clients, develops relationships, and reviews goals to provide tailored investment recommendations. The role emphasizes leveraging Merrill and Bank of America's capabilities to drive growth and client satisfaction.

Candidates should hold required licenses, possess strong communication and networking skills, and be comfortable with performance-based compensation.