Elite Wealth Advisor for High-Net-Worth Clients

Bank of America Corporation; St. Louis (MO); Presencial; USD 80.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Formulaic incentive plan

Industry-leading benefits

Descripción de la vacante

Bank of America’s Merrill Wealth Management is seeking candidates for the Advisor Development Program. The role focuses on serving high-net-worth clients, building relationships, reviewing investment goals, and delivering tailored investment recommendations within a on-site office setting.

Internal applicants transitioning careers are welcome; successful entrants will leverage Merrill’s investment insights and Bank of America’s resources to grow client portfolios while adhering to regulatory and

Formación

• Bachelor’s degree or equivalent in a related field preferred.
• Series 7 and 66 licenses or equivalent (63/65) required.
• Minimum of one year in investments or financial services and sales experience.
• Strong ability to engage with and influence others.
• Excellent communication and relationship-building skills.

Responsabilidades

• Handle inbound inquiries and open client accounts following KYC procedures.
• Serve as interim Financial Advisor, recommending investments aligned with client objectives.
• Document all client interactions and opportunities in Salesforce.

Conocimientos

Business Acumen

Business Development

Oral Communications

Prospecting

Wealth Planning

Analytical Thinking

Client Experience

Branding

Client Investments

Management

Portfolio Analysis

Risk Management

Active Listening

Client Solutions Advisory

Emotional Intelligence

Referral Management

Trading

Educación

High School Diploma / GED / Secondary School or equivalent

Bachelor’s degree

Herramientas

Salesforce

Microsoft Word

PowerPoint

Excel

Descripción del empleo

Bank of America’s Merrill Wealth Management is seeking candidates for the Advisor Development Program. The role focuses on serving high-net-worth clients, building relationships, reviewing investment goals, and delivering tailored investment recommendations within a on-site office setting.

Internal applicants transitioning careers are welcome; successful entrants will leverage Merrill’s investment insights and Bank of America’s resources to grow client portfolios while adhering to regulatory and