Senior Wealth Advisor — High‑Net‑Worth Clients

Bank of America Corporation; Missoula (MT); Presencial; USD 90.000 - 140.000; Jornada completa

Descripción de la vacante

Bank of America Corporation's Merrill Wealth Management Advisor Development Program seeks individuals to work with high-net-worth clients, identify needs, and develop relationships while reviewing investment goals and preparing recommendations.

Responsibilities include leveraging technology, profiling activities to align with objectives, and supporting business development initiatives. Compliance with privacy and regulatory standards is required.

Formación

• Currently holds Series 7 and 66 licenses or the equivalent.
• Minimum of one year in investments and financial services with sales experience.
• Experience meeting or exceeding sales goals in a financial context.
• Strong interpersonal skills and ability to build trust quickly.
• Proficient in MS Word, PowerPoint, and Excel; capable of client data management in Salesforce.

Responsabilidades

• Handle inbound inquiries from leads about Merrill offering and services.
• Position Merrill and Bank of America capabilities to clients and prospects.
• Collect client data following KYC to open accounts as appropriate.
• Act as interim Financial Advisor, recommending suitable investment products.
• Document client interactions and opportunities within Salesforce.

Conocimientos

Licensing: Series 7 & 66

Client relationship

Sales experience

Communication

Prospecting

Educación

Bachelor's degree

High School Diploma

Herramientas

Salesforce

Microsoft Word

PowerPoint

Excel

Descripción del empleo

Bank of America Corporation's Merrill Wealth Management Advisor Development Program seeks individuals to work with high-net-worth clients, identify needs, and develop relationships while reviewing investment goals and preparing recommendations.

Responsibilities include leveraging technology, profiling activities to align with objectives, and supporting business development initiatives. Compliance with privacy and regulatory standards is required.