Wealth Management Advisor Trainee

Bank of America; Honolulu (HI); On-site; USD 110,204,000 - 123,987,000; Full time

Job summary

Bank of America Merrill Wealth Management seeks a driven advisor development professional to work with high-net-worth clients in a branch, identify needs, build relationships, review goals, and prepare investment recommendations aligned with client objectives.

You will engage in training, mentorship, and opportunities to advance into an independent financial advisory role within Merrill Wealth Management.

Qualifications

• Strong client management and advisory skills with high-net-worth clients.
• Experience in investments and portfolio considerations.
• Ability to build and manage client relationships and advice delivery.

Responsibilities

• Learns to provide tailored advice through client reviews and presentations.
• Understands solutions like core banking and investments to fit client needs.
• Shadows advisor teams to grow network and promote portfolio growth.
• Uses resources and tech to improve customer experience and accuracy.
• Participates in ongoing training to grow a personal book of business.
• Builds relationships with internal providers based on client needs.
• Manages risk across business activities using available tools.

Skills

Account Management

Investments Management

Client Management

Client Solutions

Advisory

Relationship Building

Business Development

Fraud Management

Pipeline Management

Portfolio Management

Client Experience

Branding

Issue Management

Education

Bachelor's Degree in Business

Job description

Bank of America Merrill Wealth Management seeks a driven advisor development professional to work with high-net-worth clients in a branch, identify needs, build relationships, review goals, and prepare investment recommendations aligned with client objectives.

You will engage in training, mentorship, and opportunities to advance into an independent financial advisory role within Merrill Wealth Management.