Wealth Solutions Advisor — Grow a High‑Net‑Worth Book

Bank of America; Houston (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

Merrill Wealth Management is seeking candidates for the Advisor Development Program (MFSA) to work with high-net-worth clients in a Merrill branch. You will build relationships, review investment goals, and prepare recommendations aligned with client objectives.

You'll receive training and mentorship to become an independent advisor. As MFSA, you will develop relationship management skills, interact with Merrill advisors and clients, and pursue a growth path within the division, with

Qualifications

• Required: FINRA SIE and progression toward Series 7/66 licenses.
• Experience in investments and client relationship roles is preferred.
• Strong communication, time management, and goal orientation.
• Ability to build trust and manage multiple clients.

Responsibilities

• Develop tailored financial advice for clients through reviews and presentations.
• Understand solutions best suited to clients' financial needs.
• Shadow advisory teams to promote portfolio growth and cross-sell.
• Leverage technology to enhance client experience and operational excellence.
• Participate in ongoing training to grow a book of business and meet targets.
• Build relationships with internal service providers based on client needs.

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 in Business or related field

Job description

Merrill Wealth Management is seeking candidates for the Advisor Development Program (MFSA) to work with high-net-worth clients in a Merrill branch. You will build relationships, review investment goals, and prepare recommendations aligned with client objectives.

You'll receive training and mentorship to become an independent advisor. As MFSA, you will develop relationship management skills, interact with Merrill advisors and clients, and pursue a growth path within the division, with