Elite Wealth Solutions Advisor for High-Net-Worth Clients

Bank of America; San Jose (CA); On-site; USD 95,000 - 130,000; Full time

Benefits offered by this job

Mentorship

Career development

Training program

Job summary

Bank of America Merrill Wealth Management seeks a Financial Solutions Advisor trainee to build relationships with high-net-worth clients, review investment goals, and prepare recommendations aligned with client objectives within a Merrill branch.

You will participate in the Advisor Development Program, receive mentorship, and develop the skills needed to manage a growing book of business while leveraging technology and a strong referral network to best serve clients.

Qualifications

• Currently holds FINRA SIE certification.
• 4+ years of progressive professional and/or military experience.
• 2+ years of experience in the investments industry.
• Ability to obtain Series 7 and 66 licenses within program time.
• Self-starter with ability to manage time and capacity.
• Strong relationship-building and client-management skills.
• Clear communication and regulatory diligence mindset.

Responsibilities

• Learn to provide tailored and personalized advice to clients through reviews and presentations.
• Understand client solutions best suited for financial needs such as core Banking and Investment and Life Priority solutions.
• Shadow Financial Advisor teams to build networks and promote portfolio growth.
• Leverage resources and technologies to optimize the client experience with operational excellence.
• Participate in ongoing training to develop a book of business and meet financial targets.
• Build relationships with internal service providers based on client needs and asset thresholds.
• Manage risk proactively in all business, product, and service transactions.

Job description

Bank of America Merrill Wealth Management seeks a Financial Solutions Advisor trainee to build relationships with high-net-worth clients, review investment goals, and prepare recommendations aligned with client objectives within a Merrill branch.

You will participate in the Advisor Development Program, receive mentorship, and develop the skills needed to manage a growing book of business while leveraging technology and a strong referral network to best serve clients.