Hybrid Wealth Advisor for High‑Net‑Worth Clients

Bank of America Corporation; Columbia (SC); Presencial; USD 60 000 - 90 000; Tempo integral

Resumo da oferta

Bank of America Corporation seeks a Financial Advisor within Merrill Wealth Management to work with high-net-worth clients, identify needs, and develop investment recommendations. The role emphasizes relationships, prospecting, and adherence to privacy and regulatory guidelines.

The advisor will leverage Merrill insights with Bank of America's banking services, driving business growth and client satisfaction while maintaining compliance with SAFE Act requirements for mortgage loan origination

Qualificações

• Series 7 and 66 licenses (or 63/65 in lieu)
• Minimum 1 year in investments industry
• Minimum 1 year in financial services or sales
• Proven ability to engage and influence others
• Excellent interpersonal and communication skills
• Ability to prospect and network for clients
• Tech literacy including MS Word, PowerPoint, Excel

Responsabilidades

• Handle inbound inquiries about Merrill offerings
• Position Merrill and Bank of America capabilities to clients
• Collect client profile data following KYC procedures to open accounts
• Serve as interim Financial Advisor; recommend suitable investment products
• Document client interactions and opportunities in Salesforce

Conhecimentos

Financial advisory sales

KYC procedures

Client relationship building

Microsoft Office (Word, Excel, PowerP

Formação académica

Bachelor's degree

Descrição da oferta de emprego

Bank of America Corporation seeks a Financial Advisor within Merrill Wealth Management to work with high-net-worth clients, identify needs, and develop investment recommendations. The role emphasizes relationships, prospecting, and adherence to privacy and regulatory guidelines.

The advisor will leverage Merrill insights with Bank of America's banking services, driving business growth and client satisfaction while maintaining compliance with SAFE Act requirements for mortgage loan origination