Wealth Management Advisor — Growth with High-Net-Worth Clients

Bank of America; College Station (TX); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Training & mentorship

Career growth

Networking opportunities

Job summary

Bank of America’s Merrill Wealth Management team in the United States seeks a Financial Advisor in its Advisor Development Program to serve high-net-worth clients, identify needs, develop relationships, and prepare investment recommendations aligned with client goals.

In this role you will work through a structured MFSA path, receiving training and mentorship, building a sustainable book of business, and advancing toward independent advisory responsibilities within Merrill Wealth Management.

Qualifications

• FINRA SIE required / able to obtain Series 7 and 66 licenses.
• 4+ years of professional and/or military experience.
• Experience in investments industry is desirable.
• Strong relationship-building and communication skills.

Responsibilities

• Provide tailored investment advice through client reviews and presentations.
• Understand client needs and recommend core Banking, Investment, and Life Priority solutions.
• Collaborate with Merrill Financial Advisors to grow network and portfolio.
• Leverage resources to enhance the client experience and drive growth.

Skills

Account Management

Relationship Building

Client Advisory

Communication Skills

Time Management

Education

Bachelor's Degree

Tools

CRM Software

Job description

Bank of America’s Merrill Wealth Management team in the United States seeks a Financial Advisor in its Advisor Development Program to serve high-net-worth clients, identify needs, develop relationships, and prepare investment recommendations aligned with client goals.

In this role you will work through a structured MFSA path, receiving training and mentorship, building a sustainable book of business, and advancing toward independent advisory responsibilities within Merrill Wealth Management.