Elite Wealth Advisor for High-Net-Worth Clients

Bank of America; Pinehurst (ID); On-site; USD 120,000 - 180,000; Full time

Job summary

Bank of America’s Merrill Wealth Management seeks a Financial Solutions Advisor to serve high-net-worth clients in a Merrill branch. You will identify needs, develop relationships, review investment goals, and prepare recommendations aligned with client objectives to grow a sustainable book of business.

You will train through the Advisor Development Program, receiving mentorship, building your network, and delivering tailored advice using core Banking, Investment and Life Priority solutions to

Qualifications

• Currently holds FINRA Securities Industry Essentials (SIE).
• 4+ years of progressive professional and/or military experience.
• 2+ years of experience in the investments industry.
• Ability to obtain Series 7 and 66 licenses within program time.

Responsibilities

• Learns how to provide tailored and personalized advice to clients through reviews and presentations, including partnering with management to assess financial goals.
• Recommends investment advisory strategies and solutions aligned with client needs.
• Builds relationships with internal service providers based on client needs and asset thresholds.
• Manages risk proactively in all business activities and leverages 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

Prospecting

Referral Identification

Sales Performance Management

Education

Bachelor's Degree, preferably in business-related field

Job description

Bank of America’s Merrill Wealth Management seeks a Financial Solutions Advisor to serve high-net-worth clients in a Merrill branch. You will identify needs, develop relationships, review investment goals, and prepare recommendations aligned with client objectives to grow a sustainable book of business.

You will train through the Advisor Development Program, receiving mentorship, building your network, and delivering tailored advice using core Banking, Investment and Life Priority solutions to