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Wealth Advisor Development Program

L5

bank of americaLeawood, KS8 days ago
Bank 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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