Bank jobs in United States

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Client:

Bank of America

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Other

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f356a09aa536

18

12.08.2025

26.09.2025

Description: This job involves working with high-net worth clients, identifying their needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with their objectives. Responsibilities include leveraging technology for business growth, profiling clients to determine their investment profiles, building a sustainable book of business, and providing opportunities for career advancement within the bank. The role requires SAFE Act registration, including background checks and registration with the federal registry system, with non-compliance potentially leading to termination.

Responsibilities:

• Provide tailored advice through client reviews and presentations, assessing financial goals and recommending strategies.
• Communicate suitable solutions like banking, investment, and life insurance products.
• Partner with Financial Advisor teams to expand networks and promote portfolio growth.
• Utilize bank resources to benefit clients or prospects.
• Develop and grow a client base to meet financial targets.
• Prioritize client requests and connect them with internal service providers based on needs and asset thresholds.

The Advisor Development Program (ADP) Journey:

This program offers training and mentorship to develop successful, independent financial advisors. It includes working with affluent clients, developing relationship management skills, and preparing for a career within Merrill Wealth Management. The role is based in a Merrill branch.

We’ll help you:

• Receive training and mentorship, with opportunities to enroll in our Academy.
• Build your network and business through interactions with Merrill advisors and clients.
• Deliver confident financial advice and review client goals.
• Learn about the full suite of financial solutions to meet client needs.

As a Merrill FSA, you can look forward to:

• A strong referral network and access to specialists.
• Marketing strategies to expand reach.
• Ongoing professional development.
• Opportunities for growth and leadership, including seminars.

We’re a culture that:

• Supports career development and diversity.
• Provides ongoing training and resources.
• Focuses on responsible growth and community support.

Required Qualifications:

• Series 7 & 66 licenses (or 63 & 65 in lieu of 66).
• Two years in financial services or a sales environment with goals met/exceeded.
• At least one year in the investments industry with product knowledge.
• Self-motivated, goal-oriented, relationship builder, effective communicator.
• Ability to navigate a fast-paced environment and incorporate regulatory due diligence.

Desired Qualifications:

• Proven lead generation and partnership skills.
• Experience in investment management and client development.
• Strong computer skills, bachelor's degree, and professional designations like CFP or CRPC.
• Insurance licenses are a plus.

Skills:

• Account and client management, advisory, business development, portfolio management, and sales skills.

Shift: 1st shift (US)

Hours Per Week: 40

Pay Range: $75,000 - $85,000 annually, with incentives based on performance.

This role is benefits-eligible, with industry-leading benefits and resources.