High-Net-Worth Wealth Advisor

Bank of America Corporation

Washington

On-site

USD 90,000 - 150,000

Full time

3 days ago

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Job summary

Merrill Wealth Management, a premier wealth management division of Bank of America, seeks a Financial Advisor to cultivate relationships with high-net-worth clients, identify their investment goals, and provide tailored recommendations. The role emphasizes using technology to grow business and deliver comprehensive advisory services.

Responsibilities include lead engagement, data collection per KYC, and collaboration with partners to execute growth plans while maintaining client trust and

Qualifications

Holds Series 7 and 66 licenses (or 63/65 in lieu of 66).
Minimum 1 year of investments industry experience and familiarity with investment products.
Experience in financial services or sales with meeting/exceeding targets.
Strong communication and relationship-building abilities.
Ability to work collaboratively and drive client-focused initiatives.

Responsibilities

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

Skills

Client relationship

Prospecting

Communication

Active listening

Interpersonal skills

Education

High School Diploma / GED

Bachelor's degree

Tools

Salesforce

Microsoft Word

PowerPoint

Excel

Job description

Responsibilities include lead engagement, data collection per KYC, and collaboration with partners to execute growth plans while maintaining client trust and

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