Elite Wealth Advisor – Greater Virginia

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

Job summary

Bank of America’s Merrill Wealth Management team seeks a Financial Advisor/Client Associate to work with high-net-worth clients, identifying needs, building trusted relationships and delivering investment guidance. You will profile clients, review goals, and prepare recommendations, while leveraging technology to grow the business.

The role emphasizes collaboration, strong communication, and adherence to privacy and regulatory guidelines.

Qualifications

• Bachelor’s degree or higher in finance or business, or equivalent experience.
• Series 7 and 66 licenses required or substituted by 63/65 in lieu of 66.
• Proven sales experience in financial services or advisor role.

Responsibilities

• Handle inbound inquiries about Merrill offerings and promote both Merrill and Bank of America.
• Open and service client accounts following KYC procedures.
• Serve as interim Financial Advisor, recommending suitable investment products.
• Document client interactions and opportunities in Salesforce.

Skills

Series 7 & 66 licenses

Sales experience

Interpersonal skills

Communication skills

Prospecting

Relationship building

Team collaboration

Tech literacy

Education

Bachelor’s degree

Tools

Salesforce

Microsoft Word

PowerPoint

Excel

Job description

Bank of America’s Merrill Wealth Management team seeks a Financial Advisor/Client Associate to work with high-net-worth clients, identifying needs, building trusted relationships and delivering investment guidance. You will profile clients, review goals, and prepare recommendations, while leveraging technology to grow the business.

The role emphasizes collaboration, strong communication, and adherence to privacy and regulatory guidelines.