Wealth Management Trainee: Financial Advisor

National Black MBA Association; Washington, Northern (District of Columbia, KY); Hybrid; USD 80,000 - 90,000; Full time

Benefits offered by this job

Benefits

Job summary

Bank of America Merrill Wealth Management is seeking a Merrill Advisor Development Program - Financial Advisor in Washington, DC. You will work with high-net-worth clients to identify needs, craft financial plans, and deliver comprehensive recommendations while being mentored by experienced advisor teams.

The role emphasizes building a book of business, sourcing new clients, meeting performance hurdles, and collaborating with banking and investment partners.

Qualifications

• Series 7 and 66 licenses required (63/65 in lieu of 66).
• Minimum 1 year in financial services or sales with goals met.
• Investments knowledge and ability to advise clients.
• Strong interpersonal and relationship-building abilities.
• Excellent written and verbal communication skills.

Responsibilities

• Handle inbound inquiries and present Merrill/Bank of America capabilities.
• Collect client data and perform KYC to open accounts as appropriate.
• Provide investment recommendations aligned to client objectives and risk.
• Document client interactions in Salesforce accurately.
• Build and manage a productive practice with time and resource planning.

Skills

Series 7 & 66 licenses

Client relationship building

Prospecting

Communication skills

Team collaboration

Time management

Education

Bachelor’s degree

Tools

Salesforce

Microsoft Office

Job description

Bank of America Merrill Wealth Management is seeking a Merrill Advisor Development Program - Financial Advisor in Washington, DC. You will work with high-net-worth clients to identify needs, craft financial plans, and deliver comprehensive recommendations while being mentored by experienced advisor teams.

The role emphasizes building a book of business, sourcing new clients, meeting performance hurdles, and collaborating with banking and investment partners.