Elite Wealth Advisor: High-Net-Worth Growth (Chicago)

Bank of America Corporation; Oak Brook (IL); On-site; USD 75,000 - 85,000; Full time

Benefits offered by this job

Incentive plan

Job summary

Bank of America’s Merrill Wealth Management is seeking a Financial Advisor/ MFSA to serve high-net-worth clients, identify needs, and prepare investment recommendations aligned with client goals. You’ll work within a trusted advisory team, leveraging banking solutions to grow a durable book of business.

You will receive training through the Advisor Development Program, with mentorship and staged progression toward independent practice, located in a Merrill branch.

Qualifications

• Currently holds Series 7 & 66 licenses (63 & 65 in lieu of 66).
• Two years’ experience working in the financial service industry and/or a sales environment with goals met or exceeded.
• Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
• Self-starter who efficiently manages time and capacity.
• Sets and accomplishes goals, achieving whatever you put your mind to.
• Builds and nurtures strong relationships.
• Collaborates effectively with others to get things done.
• Communicates effectively and confidently and is comfortable engaging all clients.
• Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
• Likes to learn, adapts to new information and seeks the right solutions for clients.
• Thorough and thoughtful in incorporating regulatory due diligence into daily activities and long-term strategies for clients.
• Bachelor’s degree, preferably in business-related field.
• Achieved additional professional designations such as CFP/CRPC and insurance licenses are a plus.

Responsibilities

• Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies.
• Communicates solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life Priority solutions.
• Partners with Financial Advisor teams to build their network by sharing market developments and discussing new products to promote portfolio growth.
• Understands and accesses the full breadth of resources across the bank to benefit clients or prospects.
• Develops and grows a book of business to meet and exceed pre-defined financial targets to progress as an advisor.
• Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds.

Skills

Relationship building

Communication skills

Time management

Sales-oriented

Education

Bachelor’s degree

Job description

Bank of America’s Merrill Wealth Management is seeking a Financial Advisor/ MFSA to serve high-net-worth clients, identify needs, and prepare investment recommendations aligned with client goals. You’ll work within a trusted advisory team, leveraging banking solutions to grow a durable book of business.

You will receive training through the Advisor Development Program, with mentorship and staged progression toward independent practice, located in a Merrill branch.