High-Net-Worth Wealth Advisor

Bank of America Corporation; Alpharetta (GA); On-site; USD 70,000 - 120,000; Full time

Job summary

Bank of America’s Merrill Wealth Management team seeks experienced Financial Advisors to work with high-net-worth clients, identifying needs, building enduring relationships, and reviewing investment goals to prepare tailored recommendations.

You will leverage Merrill and Bank of America's capabilities, follow KYC procedures, and aim to grow business through proactive prospecting while adhering to privacy and regulatory requirements; in-office culture with collaboration and career development.

Qualifications

• Series 7 and 66 licenses required (or the equivalent 63 and 65 in lieu of 66).
• Minimum of one year of experience in the investments industry and in the financial services sector.
• Proven ability to engage with and influence others.

Responsibilities

• Handle inbound inquiries and position Merrill and Bank of America capabilities.
• Collect client profile data, following standard KYC procedures to open accounts.
• Serve as interim Financial Advisor, recommending investment products and services suitable for prospects and clients based on their objectives and risk profile.
• Document all client interactions and opportunities in Salesforce.

Skills

Relationship building

Communication

Prospecting

Wealth Planning

Client Investments

Trading

Analytical Thinking

Team collaboration

Education

Bachelor's degree

High School Diploma / GED

Tools

Microsoft Word

PowerPoint

Excel

Job description

Bank of America’s Merrill Wealth Management team seeks experienced Financial Advisors to work with high-net-worth clients, identifying needs, building enduring relationships, and reviewing investment goals to prepare tailored recommendations.

You will leverage Merrill and Bank of America's capabilities, follow KYC procedures, and aim to grow business through proactive prospecting while adhering to privacy and regulatory requirements; in-office culture with collaboration and career development.