Elite Wealth Trading Relationship Manager

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

Job summary

Bank of America in the United States seeks a senior advisor to manage a book of high-net-worth, self-directed clients and serve as their primary contact for trading and servicing needs. You will drive asset growth and deepen client relationships within a collaborative wealth framework.

Required are Series 7 and 66 licensing, strong analytical and interpersonal skills, risk management, and the ability to execute complex trading strategies across fixed income, options, and margin; adherence to

Qualifications

• Minimum 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.
• Confident and engaging presence with strong decision making.
• Analytical, organized, and collaborative in a team environment.
• Ability to handle multiple tasks in a dynamic setting.

Responsibilities

• Manages a book of high net worth, active self-directed clients and serves as primary point of contact for trading and servicing needs.
• Delivers on performance goals by driving asset growth and expanding client relationships through product penetration.
• Assumes a client-focused approach, becoming a trusted counterpart and expanding wallet share.
• Demonstrates knowledge of trading mechanics, fixed income, options, margin and related regulations.
• Executes business development strategies while prioritizing client experience.
• Gains knowledge of internal policies to ensure flawless execution of complex trading strategies.
• Collaborates across GWIM, US Trust, Preferred Banking and Merrill Edge to deliver a world-class relationship model.

Skills

Trading experience

Brokerage experience

Licensing (Series 7/66)

Analytical skills

Interpersonal skills

Risk management

Multi-tasking

Tools

US Trust

BAC Advisory

Job description

Bank of America in the United States seeks a senior advisor to manage a book of high-net-worth, self-directed clients and serve as their primary contact for trading and servicing needs. You will drive asset growth and deepen client relationships within a collaborative wealth framework.

Required are Series 7 and 66 licensing, strong analytical and interpersonal skills, risk management, and the ability to execute complex trading strategies across fixed income, options, and margin; adherence to