Elite Wealth & Trading Relationship Manager

Bank of America; East Providence (RI); Hybrid; USD 95,000 - 150,000; Full time

Job summary

Bank of America in the United States seeks a high‑performing advisor to manage a book of high net worth, self‑directed clients, providing trading and servicing leadership. You will act as the primary contact for client needs, driving asset growth and expanding wallet share with an expert understanding of trading mechanics and risk controls.

Required are Series 7 and 66 licenses and the ability to work across GWIM, US Trust, and Merrill Edge to deliver a world‑class relationship model.

Qualifications

• Minimum 3–5 years of investment, trading and brokerage experience.
• Experience with advanced trading strategies, options, fixed income, and margin.

Responsibilities

• Manages a book of high net worth, active self-directed clients and serves as primary point of contact for all trading and servicing needs.
• Delivers on performance goals, such as driving asset growth and expanding client relationships through product penetration.
• Takes a client-focused approach by being a reliable expert on the client’s complex trading, servicing, and relationship needs and elevating to a trusted counterpart.

Skills

Strong interpersonal skills

Analytical skills

Risk management

Team player

Education

Series 7 and 66 licensing

Job description

Bank of America in the United States seeks a high‑performing advisor to manage a book of high net worth, self‑directed clients, providing trading and servicing leadership. You will act as the primary contact for client needs, driving asset growth and expanding wallet share with an expert understanding of trading mechanics and risk controls.

Required are Series 7 and 66 licenses and the ability to work across GWIM, US Trust, and Merrill Edge to deliver a world‑class relationship model.