Wealth Advisor Development Program
bank of americaLeawood, KS
Wealth Advisor Development Program
L5
bank of americaLeawood, KS8 days ago
Occupations
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsInvestment Fund ManagersIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesInvestment Banking and Securities IntermediationBank of America Merrill Wealth Management is seeking an Advisor Development Program participant to work with high-net-worth clients in a branch setting. Responsibilities include identifying needs, developing relationships, reviewing goals, and recommending investments aligned with client objectives.
The role emphasizes using technology to drive growth and building a sustainable book of business. The position requires pursuing FINRA licenses (Series 7/66) with prior SIE, plus strong
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Level
SeniorL5
Location
Leawood, KS
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
8 days ago
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