Wealth Management Advisor Trainee

Bank of America Corporation; Davenport (IA); On-site; USD 70,000 - 100,000; Full time

Job summary

Bank of America’s Merrill Wealth Management is seeking participants for the Advisor Development Program. The role focuses on working with high-net-worth clients in a branch setting, identifying needs, and developing relationships through investment guidance and tailored financial solutions.

You will review client goals, prepare recommendations, and leverage technology to grow the business while maintaining regulatory compliance.

Qualifications

• SIE required before or during program participation.
• 2+ years of experience in investments or financial services.
• Ability to obtain Series 7 and 66 licenses within program timeframe.
• Strong relationship-building and communication skills.
• Thrive in a fast-paced, client-focused environment.

Responsibilities

• Identify client needs and develop relationships with high-net-worth clients.
• Review investment goals and prepare recommendations aligned to client objectives.
• Leverage technology to drive business growth and client engagement.
• Profile clients to determine investment profiles and resources.
• Assist in building a sustainable book of business and support advisor career paths.
• Collaborate with internal teams to deliver tailored financial solutions.
• Maintain compliance with regulatory requirements and firm policies.

Skills

SIE

Series 7/66

Relationship building

Client advisory

Education

Bachelor's degree

Tools

CRM software

Job description

Bank of America’s Merrill Wealth Management is seeking participants for the Advisor Development Program. The role focuses on working with high-net-worth clients in a branch setting, identifying needs, and developing relationships through investment guidance and tailored financial solutions.

You will review client goals, prepare recommendations, and leverage technology to grow the business while maintaining regulatory compliance.