High-Net-Worth Wealth Advisor

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

Job summary

Bank of America Corporation’s Merrill Wealth Management unit seeks a program entrant to develop into a Financial Advisor for high-net-worth clients. You will identify needs, review goals, and prepare investment recommendations as part of the Advisor Development Program.

You will leverage technology to grow business, profile clients, and collaborate with partners while adhering to privacy and regulatory guidelines. 40-hour work weeks with on-site responsibilities.

Qualifications

• Requires Series 7 and 66 licenses (or 63/65 in lieu).
• At least one year of investments industry experience.
• Sales background with goals met or exceeded.
• Strong interpersonal and relationship-building skills.
• Effective written and verbal communication.
• Ability to build trust and credibility quickly.
• Proficiency with Word, PowerPoint and Excel.

Responsibilities

• Handle inbound inquiries from Merrill offering leads.
• Position Merrill and Bank of America capabilities.
• Collect client profile data following KYC to open accounts.
• Serve as interim Financial Advisor, recommending investments.
• Document client interactions in Salesforce.

Skills

Series 7

Series 66

Sales experience

Interpersonal skills

Communication skills

KYC proficiency

Education

High School Diploma / GED

Bachelor's degree (Desired Qualifications)

Tools

Microsoft Word

PowerPoint

Excel

Job description

Bank of America Corporation’s Merrill Wealth Management unit seeks a program entrant to develop into a Financial Advisor for high-net-worth clients. You will identify needs, review goals, and prepare investment recommendations as part of the Advisor Development Program.

You will leverage technology to grow business, profile clients, and collaborate with partners while adhering to privacy and regulatory guidelines. 40-hour work weeks with on-site responsibilities.