Arizona Wealth Advisor for High Net-Worth Growth

Bank of America; Phoenix (AZ); On-site; USD 60,000 - 110,000; Full time

Job summary

Bank of America Corporation's Merrill Wealth Management Advisor Development Program seeks professionals to engage high-net-worth clients, identify financial needs, and build lasting relationships. You will review investment goals, provide tailored recommendations, and support business development while adhering to privacy and regulatory guidelines.

Ideal candidates hold Series 7/66 licenses, possess strong communication and teamwork skills, and can source clients through prospecting.

Qualifications

• Currently holds Series 7 and 66 licenses (or equivalents).
• Minimum of one year of experience in the investments industry.
• Minimum of one year in financial services or a sales environment with targets met.
• Strong ability to engage, influence, and build trust with clients.
• Excellent written and verbal communication; team-oriented and proactive.

Responsibilities

• Handle inbound inquiries from leads regarding Merrill offerings.
• Position Merrill and Bank of America capabilities to clients.
• Collect client profile data and open accounts per KYC procedures.
• Serve as interim Financial Advisor, recommending suitable investments.
• Document client interactions in Salesforce accurately.

Skills

Series 7/66 licenses

Prospecting

Relationship building

Needs assessment

Sales aptitude

Education

Bachelor's degree

Tools

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

Bank of America Corporation's Merrill Wealth Management Advisor Development Program seeks professionals to engage high-net-worth clients, identify financial needs, and build lasting relationships. You will review investment goals, provide tailored recommendations, and support business development while adhering to privacy and regulatory guidelines.

Ideal candidates hold Series 7/66 licenses, possess strong communication and teamwork skills, and can source clients through prospecting.