Elite Wealth Relationship Manager for HNW Clients

Bank of America; Jacksonville (FL); On-site; USD 75,000 - 90,000; Full time

Benefits offered by this job

Incentives

Benefits

Job summary

Bank of America is seeking a high net worth client advisor in the United States to manage a book and serve as the primary contact for trading and servicing needs. You will drive asset growth and deepen client relationships across product lines, delivering a world-class client experience.

The role requires 3–5 years of investment and brokerage experience, knowledge of trading strategies, and Series 7 and 66 licenses.

Qualifications

• 3–5 years of investment, trading and brokerage experience.
• Experience with advanced trading strategies, options, fixed income, and margin.
• Series 7 and 66 licensing required.
• Strong analytical and interpersonal skills.
• Ability to manage risk and deliver high-quality client experiences.

Responsibilities

• Manages a book of high net worth, active self-directed clients and serves as primary point of contact for trading and servicing needs.
• Drives asset growth and expands client relationships across product lines.
• Demonstrates knowledge of trading mechanics, fixed income, options, and margin regulations.
• Develops knowledge of internal policies to ensure flawless execution of trading strategies.
• Works across enterprise lines to deliver a world-class relationship model.

Skills

Investment experience

Trading

Brokerage

Series 7 licensing

Series 66 licensing

Client relationship management

Risk management

Analytical skills

Job description

Bank of America is seeking a high net worth client advisor in the United States to manage a book and serve as the primary contact for trading and servicing needs. You will drive asset growth and deepen client relationships across product lines, delivering a world-class client experience.

The role requires 3–5 years of investment and brokerage experience, knowledge of trading strategies, and Series 7 and 66 licenses.