High-Net-Worth Wealth Advisor

Bank of America Corporation; Bloomington (IL); On-site; USD 70,000 - 100,000; Full time

Job summary

Bank of America Corporation's Merrill Wealth Management is seeking an Advisor who will work with high-net-worth clients, identify needs, review investment goals, and prepare recommendations. The role emphasizes leveraging Merrill’s capabilities and Bank of America’s banking services to build trusted client relationships.

The position involves prospecting, conducting client profiling under KYC, and serving as an interim Financial Advisor.

Qualifications

• Current Series 7 and 66 licenses (or equivalents)
• Minimum 1 year in investments industry with product/service knowledge
• Minimum 1 year in financial services or sales environment with goals
• Proven ability to engage and influence others
• Strong interpersonal and relationship-building skills
• Excellent written and verbal communication
• Ability to listen, assess needs, and recommend solutions
• Team-oriented with cross-functional collaboration
• Goal-oriented with strong follow-through
• Entrepreneurial mindset with client prospecting ability
• Proficiency in MS Word, PowerPoint, and Excel

Responsibilities

• Handle inbound inquiries from Merrill offering leads
• Highlight Merrill and Bank of America capabilities to clients
• Collect client profile data following KYC to open accounts
• Serve as interim Financial Advisor, recommend suitable investment products
• Document client interactions and opportunities in Salesforce accurately

Skills

Series 7 license

Series 66 license

Investment knowledge

Sales experience

Interpersonal skills

Communication skills

KYC procedures

Team collaboration

Relationship building

Technical literacy (MS Office)

Education

Bachelor’s degree

High School Diploma / GED

Tools

Salesforce

Excel

PowerPoint

Word

Job description

Bank of America Corporation's Merrill Wealth Management is seeking an Advisor who will work with high-net-worth clients, identify needs, review investment goals, and prepare recommendations. The role emphasizes leveraging Merrill’s capabilities and Bank of America’s banking services to build trusted client relationships.

The position involves prospecting, conducting client profiling under KYC, and serving as an interim Financial Advisor.