Elite Wealth Advisor for High-Net-Worth Clients

Bank of America Corporation; Easton (MD); In loco; USD 80.000 - 90.000; Tempo pieno

Vantaggi offerti da questo lavoro

Benefits

Incentives

Descrizione del lavoro

Merrill Wealth Management, a leading unit of Bank of America Corporation, seeks a Financial Advisor/Wealth Management Associate to manage high-net-worth client relationships, assess investment goals, and propose suitable investment solutions. You will leverage technology to drive growth while maintaining strict privacy and regulatory standards.

The role emphasizes in-office collaboration with a dynamic team, opportunities for career development, and a performance-based compensation structure.

Competenze

• Currently holds Series 7 and 66 licenses (or 63/65 in lieu).
• Minimum of one year of experience in investments and in financial services or sales.
• Proven ability to engage and influence others with strong communication.
• Demonstrated ability to build trust quickly and work with teams.
• Proficient in Microsoft Word, PowerPoint, and Excel; comfortable with digital tools.

Mansioni

• Handle inbound inquiries from leads regarding Merrill offerings.
• Present Merrill and Bank of America's capabilities to clients and prospects.
• Collect client data and perform KYC to open accounts as appropriate.
• Act as interim Financial Advisor, recommending suitable investment products and services based on objectives and risk profile.
• Document all client interactions and opportunities in Salesforce accurately.

Conoscenze

Series 7 & 66 licenses

Investments industry experience

Sales experience

Interpersonal skills

Communication skills

MS Office (Word/PowerPoint/Excel)

Team collaboration

Formazione

Bachelor's degree

Strumenti

Salesforce

Microsoft Office

Descrizione del lavoro

Merrill Wealth Management, a leading unit of Bank of America Corporation, seeks a Financial Advisor/Wealth Management Associate to manage high-net-worth client relationships, assess investment goals, and propose suitable investment solutions. You will leverage technology to drive growth while maintaining strict privacy and regulatory standards.

The role emphasizes in-office collaboration with a dynamic team, opportunities for career development, and a performance-based compensation structure.