Elite Wealth Trading Relationship Manager

Bank of America; Fort Worth (TX); On-site; USD 120,000 - 180,000; Full time

Job summary

Bank of America seeks an experienced advisor to manage a book of high-net-worth clients, serving as their primary contact for trading and servicing needs. You will drive asset growth, deepen client relationships, and apply advanced trading knowledge to deliver exceptional service.

The role requires Series 7/66 licensing and familiarity with trading, fixed income, options, and margin rules. Collaboration across GWIM, US Trust and Merrill Edge is essential to delivering a world-class client

Qualifications

• Minimum 3–5 years of investment, trading and brokerage experience required.
• Experience with advanced trading strategies, options, fixed income, and margin required.
• Series 7 and 66 licensing required.

Responsibilities

• Manages a book of high net worth, active self-directed clients and serves as primary contact for trading and servicing needs.
• Drives asset growth and expands client relationships through product penetration.
• Provides expert guidance on complex trading, servicing, and relationship needs to win wallet share.
• Demonstrates knowledge of trading mechanics, fixed income, options, margin and related regulations.
• Executes disciplined business development strategies while focusing on client experience.
• Collaborates across GWIM, US Trust, Preferred Banking and Merrill Edge to deliver a world-class relationship model.

Skills

Investment experience

Trading strategies

Options trading

Fixed income

Margin trading

Analytical skills

Interpersonal skills

Team player

Risk management

Job description

Bank of America seeks an experienced advisor to manage a book of high-net-worth clients, serving as their primary contact for trading and servicing needs. You will drive asset growth, deepen client relationships, and apply advanced trading knowledge to deliver exceptional service.

The role requires Series 7/66 licensing and familiarity with trading, fixed income, options, and margin rules. Collaboration across GWIM, US Trust and Merrill Edge is essential to delivering a world-class client