Wealth Management Advisor: Launch Your Finance Career

Bank of America; Leawood (KS); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

World-class training

One-on-one coaching

Structured career development

Job summary

Bank of America’s Merrill Wealth Management is launching an Advisor Development Program designed for individuals transitioning into a Financial Advisor career. This program emphasizes building a book of business, sourcing clients, and delivering tailored investment solutions through a supportive advisory team.

You will learn to balance growth with referrals, client reviews, and ongoing education, while collaborating with banking and investment partners to meet clients' financial goals.

Qualifications

• Hold Series 7 & 66 licenses (63/65 in lieu of 66)
• At least 1 year in financial services or sales with targets met
• Knowledge of investment products and services
• Strong relationship-building and communication abilities
• Ability to work collaboratively and prospect for clients

Responsibilities

• Handle inbound inquiries about Merrill offerings
• Position Merrill and Bank of America capabilities
• Collect client data following KYC procedures to open accounts
• Serve as interim Financial Advisor providing suitable recommendations
• Document client interactions in Salesforce

Skills

Series 7 & 66

Interpersonal skills

Communication skills

Prospecting

Team collaboration

Education

Bachelor's degree

Tools

Salesforce

Microsoft Office

Job description

Bank of America’s Merrill Wealth Management is launching an Advisor Development Program designed for individuals transitioning into a Financial Advisor career. This program emphasizes building a book of business, sourcing clients, and delivering tailored investment solutions through a supportive advisory team.

You will learn to balance growth with referrals, client reviews, and ongoing education, while collaborating with banking and investment partners to meet clients' financial goals.