Hybrid Wealth Advisor for High-Net-Worth Clients

Bank of America Corporation; Clayton (MO); Presencial; USD 80.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Industry-leading benefits

Paid time off

Incentive plan eligibility

Descripción de la vacante

Merrill Wealth Management, a premier unit within Bank of America Corporation, seeks a Financial Advisor with a focus on high-net-worth clients. You will identify needs, build client relationships, review investment goals, and prepare recommendations while leveraging Merrill's investment insights and Bank of America's banking capabilities.

Role emphasizes compliance with privacy and regulatory matters, and may include residential mortgage loan work under SAFE Act registration.

Formación

• Currently holds Series 7 and 66 licenses (or 63 and 65 in lieu).
• Minimum of one year in investments and financial services with sales experience.
• Ability to engage, influence, and build trust with clients.
• Strong interpersonal and relationship-building skills.
• Excellent written and verbal communication; active listening and probing abilities.
• Team player with cross-functional collaboration and goal orientation.
• Entrepreneurial mindset with ability to source clients via prospecting and networking.
• Willing to work in an environment where compensation is performance-based.
• Proficient in Microsoft Word, PowerPoint, and Excel.

Responsabilidades

• Handle inbound inquiries from leads regarding Merrill offerings.
• Position Merrill and Bank of America capabilities to clients.
• Collect client data following KYC to open accounts as appropriate.
• Serve as interim Financial Advisor; recommend investments aligned with client objectives.
• Document client interactions and opportunities in Salesforce.

Conocimientos

Relationship building

Client profiling

KYC procedures

Sales orientation

Communication skills

Microsoft Office

Sales prospecting

Educación

Bachelor’s degree

Herramientas

Salesforce

Microsoft Word

PowerPoint

Excel

Descripción del empleo

Merrill Wealth Management, a premier unit within Bank of America Corporation, seeks a Financial Advisor with a focus on high-net-worth clients. You will identify needs, build client relationships, review investment goals, and prepare recommendations while leveraging Merrill's investment insights and Bank of America's banking capabilities.

Role emphasizes compliance with privacy and regulatory matters, and may include residential mortgage loan work under SAFE Act registration.