Elite Wealth Advisor for NoVA High-Net-Worth Clients

Bank of America Corporation; Leesburg (VA); On-site; USD 70,000 - 120,000; Full time

Job summary

Bank of America Merrill Wealth Management is seeking a Financial Advisor/Client Associate to engage high-net-worth clients, assess financial objectives, and develop investment recommendations. The role leverages Merrill and Bank of America capabilities to support clients with personalized wealth management services.

The position emphasizes building trust through transparent advisory practices, using technology to drive growth, and maintaining strong client relationships.

Qualifications

• Bachelor’s degree or 1+ year in financial services or sales.
• Licenses required: Series 7 and 66 (or equivalents).
• Proven ability to establish trust and build client relationships.

Responsibilities

• Handle inbound inquiries from leads regarding Merrill offerings.
• Position Merrill and Bank of America capabilities to clients.
• Open accounts following KYC procedures and service client accounts.

Skills

Series 7/66 licenses

Relationship building

Sales in financial services

Salesforce proficiency

Interpersonal communication

Education

Bachelor's degree in finance or related field

High School Diploma / GED

Tools

Salesforce

Microsoft Word

PowerPoint

Excel

Job description

Bank of America Merrill Wealth Management is seeking a Financial Advisor/Client Associate to engage high-net-worth clients, assess financial objectives, and develop investment recommendations. The role leverages Merrill and Bank of America capabilities to support clients with personalized wealth management services.

The position emphasizes building trust through transparent advisory practices, using technology to drive growth, and maintaining strong client relationships.