Senior HNW Wealth & Trading Advisor

Bank of America Corporation; Pennington (AL); Presencial; USD 75 000 - 90 000; Tempo integral

Resumo da oferta

Bank of America Corporation is seeking an investment professional to manage a book of high net worth, self-directed clients and act as the primary contact for all trading and servicing needs.

The role requires Series 7 and 66 licensing and SAFE Act registration, with 3-5 years of investment/trading experience. It operates within an in-office culture with flexibility based on role considerations and offers a formulaic incentive plan.

Qualificações

• Minimum 3-5 years of investment, trading and brokerage experience.
• Experience with advanced trading strategies, options, fixed income, and margin required.
• Series 7 and 66 licensing required.
• Commitment to risk management and client experience.

Responsabilidades

• Manages a book of high net worth, active self-directed clients and serves as primary point of contact for all 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 and elevates to trusted counterpart, aiming to win wallet share.
• Demonstrates knowledge of trading mechanics, fixed income, options, margin and related regulations.
• Executes disciplined business development strategies to achieve growth while focusing on client experience.
• Develops knowledge of internal policies and processes to ensure flawless execution of complex trading strategies.
• Collaborates across enterprise lines to deliver a world-class relationship model.

Conhecimentos

Investment trading

Client relationship management

Risk management

Analytical skills

Team collaboration

Descrição da oferta de emprego

Bank of America Corporation is seeking an investment professional to manage a book of high net worth, self-directed clients and act as the primary contact for all trading and servicing needs.

The role requires Series 7 and 66 licensing and SAFE Act registration, with 3-5 years of investment/trading experience. It operates within an in-office culture with flexibility based on role considerations and offers a formulaic incentive plan.