Elite Wealth Advisor for High-Net-Worth Clients

Bank of America; The Woodlands (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

Bank of America Merrill Wealth Management is seeking a Financial Solutions Advisor (MFSA) in the United States to work with high-net-worth clients in a Merrill branch, developing relationships, reviewing goals, and preparing investment recommendations aligned with client objectives. The ADP journey offers extensive training and mentorship to build a successful advisory practice.

You will collaborate with advisory teams, leverage technology, and engage in ongoing development to progress within

Qualifications

• Requires Bachelor's degree and financial services experience.
• Strong relationship-building and client advisory skills.
• FINRA licensure progression required (SIE, 7/66) 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 and recommending investment advisory strategies.
• Understands client solutions that are best suited for their financial needs, such as core Banking, and Investment and Life Priority solutions.
• Shadows Financial Advisor teams to build their network by sharing relevant market developments and discussing new products to promote portfolio growth.
• Leverages available resources and technologies to optimize the customer experience and serve the bank's customers with operational excellence and accuracy.
• Participates in on-going training focused on how to develop a book of business to meet and exceed pre-defined financial targets and determine how to progress to the next phase as an advisor.
• Builds relationships with internal service providers based on client needs and asset thresholds.
• Manages risk proactively in every aspect of business, product, and service transaction leveraging 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

Job description

Bank of America Merrill Wealth Management is seeking a Financial Solutions Advisor (MFSA) in the United States to work with high-net-worth clients in a Merrill branch, developing relationships, reviewing goals, and preparing investment recommendations aligned with client objectives. The ADP journey offers extensive training and mentorship to build a successful advisory practice.

You will collaborate with advisory teams, leverage technology, and engage in ongoing development to progress within