Elite Wealth Advisor for High-Net-Worth Clients

Bank of America; Hot Springs (AR); On-site; USD 70,000 - 120,000; Full time

Job summary

Bank of America’s Merrill Wealth Management division seeks a Financial Solutions Advisor to begin their career in an MFSA program within a Merrill branch. You will build relationships with affluent clients, review goals, and prepare investment recommendations aligned with client objectives.

You’ll receive training, mentorship, and opportunities to grow into independent advisory roles while partnering with Merrill and Bank of America specialists to meet client needs.

Qualifications

• FINRA SIE certification is required.
• 2+ years of investments industry experience.
• Bachelor's Degree, preferably in business.
• Ability to obtain Series 7 and 66 licenses within program time.

Responsibilities

• Provide tailored investment advice and reviews to clients and assess financial goals.
• Support solutions including core Banking, Investments and Life Priority™ offerings.
• Shadow Financial Advisor teams to grow the client base and portfolio.
• Leverage resources to optimize customer experience and ensure accuracy in transactions.
• Participate in training to build a book of business and achieve financial targets.
• Build relationships with internal service providers based on client needs.
• Manage risk across business activities with 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

FINRA SIE

Series 7 & 66 licenses

Job description

Bank of America’s Merrill Wealth Management division seeks a Financial Solutions Advisor to begin their career in an MFSA program within a Merrill branch. You will build relationships with affluent clients, review goals, and prepare investment recommendations aligned with client objectives.

You’ll receive training, mentorship, and opportunities to grow into independent advisory roles while partnering with Merrill and Bank of America specialists to meet client needs.