Wealth Management: Financial Advisor Track

Bank of America Corporation; United States; Remote; USD 80,000 - 90,000; Full time

Benefits offered by this job

Benefits eligible

Incentives plan

Job summary

Bank of America Merrill Wealth Management is seeking candidates for the Merrill Advisor Development Program - Financial Advisor, designed for individuals eager to start a career in wealth management. You will develop relationships with high-net-worth clients, review financial goals, and deliver tailored recommendations while being mentored by seasoned Merrill Financial Advisor Teams.

This program emphasizes training, professional growth, and a path to building a productive practice.

Qualifications

• High School Diploma or equivalent required.
• Bachelor’s degree preferred or equivalent work experience in financial services.
• Strong communication and relationship-building skills.

Responsibilities

• Handles inbound inquiries and positions Merrill and Bank of America capabilities.
• Collects client profile data and follows KYC procedures to open accounts.
• Serves as interim Financial Advisor, recommending suitable investment products and services.
• Documents client interactions and opportunities in Salesforce.

Skills

Business Acumen

Business Development

Oral Communications

Prospecting

Wealth Planning

Analytical Thinking

Client Experience Branding

Client Investments Management

Portfolio Analysis

Risk Management

Active Listening

Client Solutions Advisory

Emotional Intelligence

Referral Management

Trading

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor’s degree

Job description

Bank of America Merrill Wealth Management is seeking candidates for the Merrill Advisor Development Program - Financial Advisor, designed for individuals eager to start a career in wealth management. You will develop relationships with high-net-worth clients, review financial goals, and deliver tailored recommendations while being mentored by seasoned Merrill Financial Advisor Teams.

This program emphasizes training, professional growth, and a path to building a productive practice.