Wealth Management Trainee: High-Net-Worth Client Focus

Bank of America; High Point (NC); On-site; USD 90,000 - 150,000; Full time

Job summary

Bank of America’s Merrill Wealth Management is seeking candidates for the Advisor Development Program to service high-net-worth clients in a branch setting. You will identify client needs, develop relationships, review goals, and prepare investment recommendations aligned with client objectives.

The MFSA journey provides training to become an independent advisor, mentoring for Elite Growth Practice, and a clear path to lead your own advisory practice within the wealth management ecosystem.

Qualifications

• Currently holds FINRA SIE license and 4+ years of progressive professional/military experience.
• 2+ years of experience in the investments industry.
• Ability to obtain Series 7 and 66 licenses within program time.
• Self-starter who manages time and capacity effectively.
• Sets and accomplishes goals and builds strong client relationships.
• Collaborates effectively to get things done; communicates confidently with clients.
• Experience balancing investment management, sales activities and new client development.

Responsibilities

• Learns to provide tailored and personalized advice to clients through reviews and presentations, including partnering with management to assess financial goals and recommending investment advisory strategies.
• Gathers market insights and discusses new products to promote portfolio growth while maintaining regulatory due diligence.
• Leverages resources and technology to enhance the client experience and achieve operational excellence.

Skills

Account Management

Client Investments Management

Client Management

Client Solutions Advisory

Relationship Building

Advisory Business Development

Fraud Management

Pipeline Management

Portfolio Management

Client Experience

Branding

Issue Management

Prospecting

Referral Identification

Sales Performance Management

Education

Bachelor's Degree, preferably in business-related field

Job description

Bank of America’s Merrill Wealth Management is seeking candidates for the Advisor Development Program to service high-net-worth clients in a branch setting. You will identify client needs, develop relationships, review goals, and prepare investment recommendations aligned with client objectives.

The MFSA journey provides training to become an independent advisor, mentoring for Elite Growth Practice, and a clear path to lead your own advisory practice within the wealth management ecosystem.