High-Net-Worth Wealth Advisor | Growth & Relationships

Bank of America Corporation; Pittsburgh (Allegheny County); Presencial; USD 70.000 - 120.000; Jornada completa

Descripción de la vacante

Merrill Wealth Management, part of Bank of America, is seeking a Financial Advisor/Wealth Management professional to engage high-net-worth clients, develop relationships, and translate goals into tailored investment recommendations. You’ll work closely with an advisory team and leverage Salesforce to document client interactions and opportunities.

Responsibilities include identifying client needs, reviewing investment goals, and contributing to business development while adhering to privacy and

Formación

• Bachelor’s degree or 1+ year financial services or sales experience.
• Strong communication and relationship-building skills are required.
• Proven ability to prospect and build client networks.

Responsabilidades

• Handle inbound inquiries from leads regarding Merrill offerings.
• Present Merrill and Bank of America capabilities to clients.
• Collect client profile data and perform KYC when opening accounts.

Conocimientos

Client relationship

Prospecting

Communication

Interpersonal skills

Educación

Bachelor's degree

High School Diploma

Herramientas

Salesforce

Microsoft Office

Descripción del empleo

Merrill Wealth Management, part of Bank of America, is seeking a Financial Advisor/Wealth Management professional to engage high-net-worth clients, develop relationships, and translate goals into tailored investment recommendations. You’ll work closely with an advisory team and leverage Salesforce to document client interactions and opportunities.

Responsibilities include identifying client needs, reviewing investment goals, and contributing to business development while adhering to privacy and