Elite Private Wealth Brokerage Advisor

Bank of America; New York (NY); On-site; USD 70,000 - 150,000; Full time

Benefits offered by this job

Benefits eligible

Discretionary incentive plan

Annual performance awards

Job summary

Bank of America Merrill Wealth Management seeks an experienced Financial Advisor to service Private Bank clients with tailored investment guidance and brokerage support.

You will profile client objectives, determine risk tolerance and timelines, and deliver suitable recommendations while coordinating with portfolio managers and product experts. This role emphasizes compliance, client service, and UHNW relationship growth.

Qualifications

• 15+ years experience managing a successful book of business.
• Excellent communication skills for UHNW clients; ability to explain complex strategies.
• Trading across multiple asset classes with a proactive client service mindset.

Responsibilities

• Execute and recommend investment products suitable for clients based on objectives and risk profile.
• Provide advice on investment and related planning strategies.
• Periodically analyze and adjust client portfolios to monitor progress toward goals.
• Deliver high-value service through the client relationship lifecycle.
• Collaborate with Private Bank portfolio managers and product specialists as needed.
• Maintain compliance and stay informed on industry trends and firm policy.

Skills

Investment guidance

Client relationship management

Portfolio analysis

Financial advisory

Education

Bachelor's degree in Finance or Economics

CFA or CFP preferred

Job description

Bank of America Merrill Wealth Management seeks an experienced Financial Advisor to service Private Bank clients with tailored investment guidance and brokerage support.

You will profile client objectives, determine risk tolerance and timelines, and deliver suitable recommendations while coordinating with portfolio managers and product experts. This role emphasizes compliance, client service, and UHNW relationship growth.