Wealth Management Advisor: Elite Growth Track

Bank of America; New Orleans (LA); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America seeks a Merrill Financial Solutions Advisor trainee to work with high-net-worth clients in a branch setting, identifying needs, reviewing goals, and preparing investment recommendations aligned with client objectives.

The MFSA role includes training through a defined path to become an independent advisor, with mentorship, a growth-focused culture, and opportunities to advance within Merrill Wealth Management.

Qualifications

• FINRA SIE certification with 4+ years of professional or military experience.
• 2+ years experience in the investments industry.
• Ability to obtain Series 7 and 66 licenses within program time.
• Self-starter who manages time and capacity.
• Builds and nurtures strong relationships; communicates effectively.

Responsibilities

• Provide tailored investment advice to high-net-worth clients.
• Develop relationships and identify clients' financial goals.
• Review investment goals and prepare recommendations aligned with clients' objectives.
• Leverage technology to drive business growth and client profiling.
• Build a sustainable book of business and support advisors’ career progression.

Skills

SIE (4+ yrs)

Investments industry exp

Series 7 & 66 licenses

Time management

Relationship building

Effective communication

Education

Bachelor's degree, business-related

CFP/CRPC desirable

Job description

Bank of America seeks a Merrill Financial Solutions Advisor trainee to work with high-net-worth clients in a branch setting, identifying needs, reviewing goals, and preparing investment recommendations aligned with client objectives.

The MFSA role includes training through a defined path to become an independent advisor, with mentorship, a growth-focused culture, and opportunities to advance within Merrill Wealth Management.