Strategic Wealth Advisor for High-Net-Worth Clients

Bank of America Corporation; Mount Laurel Township (NJ); On-site; USD 90,000 - 130,000; Full time

Job summary

Bank of America’s Merrill Wealth Management team seeks an advisor to work with high-net-worth clients, identify needs, review goals, and prepare investment recommendations. The role emphasizes leveraging technology to grow the business and collaborate with partners to maximize client impact.

Candidates should have Series 7/66 (or 63/65) licenses and at least one year in investments or financial services. A Bachelor’s degree or equivalent experience is preferred.

Qualifications

• Bachelor's degree or 1 year+ financial services or sales experience.
• Series 7 and 66 licenses (or 63/65 in lieu) are required.
• 1+ year investments industry experience or sales background with targets.
• Proven ability to build relationships, influence others, and drive results.
• Strong communication, listening, and needs-based advisory skills.

Responsibilities

• Handle inbound inquiries from leads regarding Merrill offerings and capabilities.
• Position Merrill and Bank of America to clients and prospects.
• Collect client profile data and follow KYC procedures to open accounts.
• Serve as interim Financial Advisor, recommending suitable investment products.
• Document all client interactions and opportunities in Salesforce.

Skills

Business Acumen

Business Development

Oral Communications

Prospecting

Wealth Planning

Analytical Thinking

Client Experience Branding

Client Investments Management

Portfolio Analysis

Risk Management

Active Listening

Client Solutions Advisory

Emotional Intelligence

Referral Management

Trading

Education

Bachelor's degree

High School Diploma/GED

Tools

Salesforce

Microsoft Word

PowerPoint

Excel

Job description

Bank of America’s Merrill Wealth Management team seeks an advisor to work with high-net-worth clients, identify needs, review goals, and prepare investment recommendations. The role emphasizes leveraging technology to grow the business and collaborate with partners to maximize client impact.

Candidates should have Series 7/66 (or 63/65) licenses and at least one year in investments or financial services. A Bachelor’s degree or equivalent experience is preferred.