Senior Wealth Advisor: Growth, Planning & Client Leadership

Bank of America; Mount Laurel Township (NJ); On-site; USD 48,000 - 100,000; Full time

Benefits offered by this job

Industry-leading benefits

Paid time off

Job summary

Bank of America seeks a Financial Advisor with Merrill Wealth Management in Mount Laurel Township, New Jersey. The successful candidate will deliver comprehensive financial planning and wealth strategies, maintain relationships, and manage client portfolios.

Key qualifications include FINRA Series 7 & 66 registrations, 5+ years of experience, and a proven track record in business development. The role offers a salary range of $48,000.00 to $100,000.00 per year, along with industry-leading benefits and a formulaic incentive plan.

Qualifications

• 5+ years of experience in financial advising.
• Established practice with minimum of $1MM in production.
• Excellent communication skills, both written and verbal.

Responsibilities

• Deliver a full range of goals-based financial planning.
• Source prospective clients and capitalize on referrals.
• Maintain relationships with the management team.

Skills

FINRA Series 7 & 66 registrations

Client portfolio management

Relationship building

Business development

Education

Bachelor's degree or higher

Job description

Bank of America seeks a Financial Advisor with Merrill Wealth Management in Mount Laurel Township, New Jersey. The successful candidate will deliver comprehensive financial planning and wealth strategies, maintain relationships, and manage client portfolios.

Key qualifications include FINRA Series 7 & 66 registrations, 5+ years of experience, and a proven track record in business development. The role offers a salary range of $48,000.00 to $100,000.00 per year, along with industry-leading benefits and a formulaic incentive plan.