Wealth Management Advisor Trainee

Bank of America; Bozeman (MT); On-site; USD 40,000 - 47,000; Full time

Job summary

Bank of America, Merrill Wealth Management, offers a structured Advisor Development Program that begins with licensing (SIE, Series 7, Series 66) and progresses toward a Merrill Financial Advisor role. The centralized, phone-based advisory track focuses on holistic wealth guidance, liability management, and coordinating with banking partners to serve high-net-worth clients.

You will train through a defined path, develop relationships with affluent clients, and advance your career while

Qualifications

• Sales experience in financial services or consumer banking.
• Ability to build and maintain client relationships and meet client needs.
• Excellent communication and collaboration with teams.

Responsibilities

• Build and nurture client relationships through consultative advice.
• Identify client needs and present investment and banking solutions.
• Support end-to-end advisory process and coordinate with partners across banking and investments.

Skills

Sales experience

Client relationships

Communication skills

Time management

Regulatory due diligence

Education

Bachelor's degree in finance or related field

Job description

Bank of America, Merrill Wealth Management, offers a structured Advisor Development Program that begins with licensing (SIE, Series 7, Series 66) and progresses toward a Merrill Financial Advisor role. The centralized, phone-based advisory track focuses on holistic wealth guidance, liability management, and coordinating with banking partners to serve high-net-worth clients.

You will train through a defined path, develop relationships with affluent clients, and advance your career while