High-Net-Worth Wealth Advisor

Bank of America Corporation; Springfield (IL); On-site; USD 65,000 - 100,000; Full time

Job summary

Bank of America Corporation, through Merrill Wealth Management, seeks a capable advisor-focused professional to engage high-net-worth clients, identify needs, and develop relationships. You will review goals, prepare investment recommendations, and leverage Merrill's capabilities alongside Bank of America’s resources.

The role emphasizes performance-based compensation, licensing requirements, and a path through advisor development, with on-site expectations and opportunities for career growth

Qualifications

• Must hold FINRA Series 7 and 66 or equivalent licenses.
• Bachelor's degree or higher; sales or financial services experience a plus.
• Strong communication and relationship-building capabilities.

Responsibilities

• Handle inbound inquiries from Merrill clients and leads.
• Position Merrill and Bank of America capabilities for clients.
• Collect client profile data and follow KYC procedures to open accounts.
• Act as interim Financial Advisor and recommend suitable investments.
• Document client interactions in Salesforce accurately.

Skills

Effective communication

Interpersonal skills

Relationship building

Team collaboration

Education

Bachelor's degree

Series 7 and 66 licenses

Tools

Salesforce

Microsoft Office

Job description

Bank of America Corporation, through Merrill Wealth Management, seeks a capable advisor-focused professional to engage high-net-worth clients, identify needs, and develop relationships. You will review goals, prepare investment recommendations, and leverage Merrill's capabilities alongside Bank of America’s resources.

The role emphasizes performance-based compensation, licensing requirements, and a path through advisor development, with on-site expectations and opportunities for career growth