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Wealth Advisor Development Program: Build a High-Impact Practice
Job in
Columbia, Lexington County, South Carolina, 29228, USA
Listed on 2026-07-31
Listing for:
Bank of America
Full Time
position Listed on 2026-07-31
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Bank of America is seeking a Financial Advisor for its Merrill Advisor Development Program. This role involves working with high-net-worth clients to identify their financial goals and providing tailored investment solutions. Ideal candidates should have Series7 & 66 licenses and minimum one year of experience in financial services.
Responsibilities include developing a client book, addressing inquiries, and managing client accounts effectively using Salesforce. A strong entrepreneurial mindset and interpersonal skills are crucial for success.
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