Elite Wealth & Trading Relationship Manager

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

Benefits offered by this job

Benefits

Incentives

Job summary

Bank of America in Hunt Valley, MD is seeking a client-focused investment professional to manage high net worth trading and servicing needs. The role requires Series 7 and 66 licensing and involves building deep client relationships while driving asset growth.

The position offers in-office attendance with some flexibility, a strong benefits package, and eligibility for formulaic incentives, with a salary range of $75,000 to $90,000 per year depending on experience and skills.

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 organizational skills.
• Ability to work in a team environment; internal work-from-home posture not prohibitive.

Responsibilities

• Manages a book of high net worth clients and serves as primary contact for trading and servicing.
• Drives asset growth and expands client relationships through product penetration.
• Builds trust as a knowledgeable trading and servicing advisor.
• Demonstrates knowledge of trading mechanics, fixed income, options, margin and regulations.
• Executes business development strategies to achieve growth while focusing on client experience.
• Learns internal policies to ensure flawless execution of complex trading strategies.
• Collaborates across GWIM, US Trust and Merrill Edge to deliver a world-class model.

Skills

Investment experience

Trading strategies

Options

Fixed income

Margin

Series 7 license

Series 66 license

Client relationship

Job description

Bank of America in Hunt Valley, MD is seeking a client-focused investment professional to manage high net worth trading and servicing needs. The role requires Series 7 and 66 licensing and involves building deep client relationships while driving asset growth.

The position offers in-office attendance with some flexibility, a strong benefits package, and eligibility for formulaic incentives, with a salary range of $75,000 to $90,000 per year depending on experience and skills.