Elite Wealth Advisor for High-Net-Worth Clients

Bank of America; Conroe (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America’s Merrill Wealth Management is recruiting for an MFSA program. You will begin by assisting high-net-worth clients, reviewing goals, and preparing investment recommendations aligned with client objectives.

You will develop relationship-management skills to operate in an Elite Growth Practice, starting in a Merrill branch in the United States. Join a structured development path with mentorship, cross-team collaboration, and exposure to a full spectrum of financial solutions, while

Qualifications

• FINRA SIE is required.
• 4+ years of progressive professional and/or military experience.
• 2+ years in the investments industry.
• Ability to obtain Series 7 and 66 licenses within program time.
• Self-starter with time management and goal achievement capabilities.
• Strong relationship building and collaboration skills.
• Effective communication and client engagement abilities.
• Regulatory due diligence awareness for daily activities and long-term strategies.

Responsibilities

• Provide tailored, personalized advice to clients through reviews and presentations.
• Understand client solutions for financial needs such as core Banking and Investment solutions.
• Shadow advisor teams to promote portfolio growth and expand network.
• Leverage resources and technology to enhance customer experience and accuracy.
• Participate in ongoing training to develop a book of business and meet financial targets.
• Build relationships with internal service providers based on client needs.
• Manage risk proactively in all business areas using available tools.

Skills

Account Management

Client Investments Management

Client Management

Client Solutions Advisory

Relationship Building

Advisory

Business Development

Fraud Management

Pipeline Management

Portfolio Management

Client Experience Branding

Issue Management

Prospecting

Referral Identification

Sales Performance Management

Education

Bachelor's Degree (business-related)

Job description

Bank of America’s Merrill Wealth Management is recruiting for an MFSA program. You will begin by assisting high-net-worth clients, reviewing goals, and preparing investment recommendations aligned with client objectives.

You will develop relationship-management skills to operate in an Elite Growth Practice, starting in a Merrill branch in the United States. Join a structured development path with mentorship, cross-team collaboration, and exposure to a full spectrum of financial solutions, while