Premier Wealth Relationship Manager

Bank of America; Chandler (AZ); On-site; USD 75,000 - 90,000; Full time

Job summary

Bank of America is seeking a trusted client advisor to manage a book of high-net-worth, self-directed clients, serving as their primary contact for trading and service needs. The role emphasizes growth, asset expansion, and deepening wallet share across wealth platforms.

The position requires Series 7 and 66 or equivalent, compliance with SAFE Act, and strong analytical, interpersonal, and risk management skills in a team environment. In-office with some flexibility.

Qualifications

• Minimum 3–5 years of investment, trading and brokerage experience.
• Experience with advanced trading strategies, options, fixed income, and margin.
• Series 7 and 66 licensing.
• Confident and engaging presence.
• Sound decision making with risk management and client experience.
• Strong analytical and organizational skills.
• Strong interpersonal skills and the ability to work in a team.
• For internal employees; participation in a work from home posture does not make you ineligible to post.

Responsibilities

• Manages a book of high-net-worth clients and serves as primary contact for trading and servicing needs.
• Delivers on performance goals, such as driving asset growth and expanding client relationships through product penetration.
• Takes a client-focused approach by being a reliable expert on trading, servicing, and relationships, winning wallet share.
• Demonstrates knowledge of trading mechanics, fixed income, options, margin, and margin regulations.
• Executes disciplined business development strategies to achieve growth while focusing on client experience.
• Develops knowledge of internal policies to ensure flawless execution of complex trading strategies.
• Works across GWIM, US Trust and Preferred Banking and Merrill Edge to deliver a world-class relationship model.

Skills

Investment trading

Brokerage experience

Analytical skills

Team collaboration

Job description

Bank of America is seeking a trusted client advisor to manage a book of high-net-worth, self-directed clients, serving as their primary contact for trading and service needs. The role emphasizes growth, asset expansion, and deepening wallet share across wealth platforms.

The position requires Series 7 and 66 or equivalent, compliance with SAFE Act, and strong analytical, interpersonal, and risk management skills in a team environment. In-office with some flexibility.