High-Net-Worth Wealth Advisor

Bank of America Corporation; Bala Cynwyd (PA); On-site; USD 85,000 - 140,000; Full time

Job summary

Bank of America’s Merrill Wealth Management team seeks a Financial Advisor to serve high-net-worth clients, developing investment goals and recommendations. The role involves leveraging the Merrill platform and Bank of America resources to advance client relationships and drive business growth.

Candidates should hold Series 7 and 66 licenses (or 63/65), have 1+ year in investments or financial services, and excellent communication and prospecting skills to build trust and deliver tailored

Qualifications

• Bachelor’s degree or equivalent; 1+ year in financial services or sales.
• Series 7 and 66 licenses (or 63/65 in lieu of 66).
• Strong communication and relationship-building skills.
• Ability to prospect and grow client relationships.

Responsibilities

• Handle inbound inquiries from Merrill leads and present offerings.
• Build and maintain relationships with high-net-worth clients.
• Open accounts following KYC procedures.
• Document client interactions in Salesforce.
• Support business development and execution of plans.

Skills

Client relationship

Communication

Prospecting

Interpersonal skills

Team collaboration

Time management

Advisory storytelling

Education

Bachelor’s degree

High School Diploma or equivalent

Tools

Salesforce

Microsoft Word

PowerPoint

Excel

Job description

Bank of America’s Merrill Wealth Management team seeks a Financial Advisor to serve high-net-worth clients, developing investment goals and recommendations. The role involves leveraging the Merrill platform and Bank of America resources to advance client relationships and drive business growth.

Candidates should hold Series 7 and 66 licenses (or 63/65), have 1+ year in investments or financial services, and excellent communication and prospecting skills to build trust and deliver tailored