Private Wealth Advisor & Relationship Lead

Bank of America; New Orleans (LA); On-site; USD 90,000 - 150,000; Full time

Job summary

Bank of America’s Merrill Wealth Management is seeking a Private Wealth Relationship Manager to support Financial Advisor teams, deepen client relationships, and coordinate investment strategy discussions with product specialists.

You will attend client meetings, assist with onboarding, and help manage service delivery and risk, with preferred qualifications including Series 7/63/65 or 66 and SAFE Act registration.

This is an in-office role with potential flexible arrangements based on role needs.

Qualifications

• Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
• SAFE ACT Registration; ADV-2B Required
• Obtain and/or maintain at least one firm approved designation
• Possess and demonstrate strong communication skills
• Ability to lead through collaboration and influence without direct authority
• Detail oriented with strong organizational skills and ability to manage multiple tasks and priorities at once
• Thorough knowledge and understanding of the suite of Wealth Management products and services
• Proven ability to manage risk and support sound decisions
• Ability to research escalated client issues for response/resolution

Responsibilities

• Support Financial Advisor team to develop and enhance client relationships
• Attend client meetings and discussions covering investment strategy, account performance, and market developments
• Coordinate with portfolio managers and product specialists to support sales and service activities
• Develop, implement, and monitor the team’s client service model in collaboration with the Financial Advisor
• Comply with SAFE Act registration requirements and participate in background checks as required

Skills

Account Management

Business Acumen

Client Management

Client Solutions Advisory

Portfolio Management

Referral Identification

Referral Management

Relationship Building

Administrative Services

Client Investments Management

Customer Service Management

Process Simplification

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America’s Merrill Wealth Management is seeking a Private Wealth Relationship Manager to support Financial Advisor teams, deepen client relationships, and coordinate investment strategy discussions with product specialists.

You will attend client meetings, assist with onboarding, and help manage service delivery and risk, with preferred qualifications including Series 7/63/65 or 66 and SAFE Act registration.

This is an in-office role with potential flexible arrangements based on role needs.