LA Wealth Advisor: Growth with High-Net-Worth Clients

Bank of America; Seal Beach (CA); On-site; USD 80,000 - 90,000; Full time

Job summary

Bank of America in California is seeking a Merrill Advisor Development Program participant to work with high-net-worth clients, develop relationships, review financial goals, and deliver tailored investment recommendations. You will leverage technology and collaborate with Merrill teams to build a scalable practice.

You will be mentored through world-class training, receive coaching from experienced leaders, and grow through a defined path that emphasizes end-to-end advisory delivery, client

Qualifications

• Currently holds Series 7 and 66 licenses (or the equivalent 63/65).
• Minimum of one year of experience in the investments industry.
• Minimum of one year in financial services or a sales environment with goals met.
• Proven ability to engage with and influence others.
• Exceptional interpersonal and relationship-building skills.
• Effective written and verbal communication.
• Proven ability to source clients through prospecting and networking.
• Familiarity with KYC procedures and regulatory considerations.
• Proficiency with Microsoft Word, PowerPoint, and Excel.

Responsibilities

• Handles inbound inquiries regarding Merrill offerings.
• Positions Merrill and Bank of America capabilities to clients.
• Collects client profile data, follows KYC to open accounts.
• Serves as interim Financial Advisor, recommending suitable investments.
• Documents client interactions in Salesforce accurately.

Skills

Series 7

Series 66

Investment knowledge

Sales experience

Interpersonal skills

Communication skills

Prospecting

KYC

MS Office proficiency

Education

High School Diploma / GED

Bachelor's degree

Tools

Salesforce

MS Office (Word, PowerPoint, Excel)

Job description

Bank of America in California is seeking a Merrill Advisor Development Program participant to work with high-net-worth clients, develop relationships, review financial goals, and deliver tailored investment recommendations. You will leverage technology and collaborate with Merrill teams to build a scalable practice.

You will be mentored through world-class training, receive coaching from experienced leaders, and grow through a defined path that emphasizes end-to-end advisory delivery, client