Elite Wealth Advisor - Build Your Practice & Growth

Bank of America; Oklahoma City (OK); On-site; USD 90,000 - 150,000; Full time

Job summary

Bank of America Merrill Wealth Management seeks a Wealth Advisor to serve high-net-worth clients in a Merrill branch. You will identify client needs, build relationships, review goals, and prepare investment recommendations aligned with client objectives.

You will collaborate with advisory teams to drive portfolio growth and offer a full suite of financial solutions. You will be trained through the Advisor Development Program, developing relationship management skills to operate a growth-focused

Qualifications

• FINRA SIE required.
• 4+ years of professional and/or military experience.
• 2+ years of investments industry experience.
• Ability to obtain Series 7 and 66 licenses within program time.
• Self-starter with time management and goal-oriented mindset.
• Strong relationship-building and communication skills.

Responsibilities

• Provide tailored investment advice and reviews to high-net-worth clients.
• Develop and present investment strategies aligned with client goals.
• Expand book of business by networking with advisors and clients.
• Leverage technology to meet growth targets and enhance client experience.
• Ensure risk management and regulatory due diligence in all activities.

Skills

Account Management

Client Investments Management

Relationship Building

Advisory Business Development

Prospecting

Sales Performance Management

Education

Bachelor's Degree in Business

Job description

Bank of America Merrill Wealth Management seeks a Wealth Advisor to serve high-net-worth clients in a Merrill branch. You will identify client needs, build relationships, review goals, and prepare investment recommendations aligned with client objectives.

You will collaborate with advisory teams to drive portfolio growth and offer a full suite of financial solutions. You will be trained through the Advisor Development Program, developing relationship management skills to operate a growth-focused