Wealth Advisor Development: Launch Your Financial Career

Bank of America Corporation; Abilene (TX); On-site; USD 70,000 - 110,000; Full time

Job summary

Bank of America Corporation is seeking a Wealth Management Advisor to work with high-net-worth clients, identify needs, and build trusted relationships. You will leverage Merrill’s investment insights and Bank of America banking services to deliver tailored recommendations and drive business growth.

Responsibilities include prospecting, executing client plans, and collaborating with partners while adhering to privacy and regulatory requirements.

Qualifications

• Requires Series 7 and 66 licenses (or 63/65 in lieu).
• Minimum 1 year of experience in investments industry or financial services/sales.
• Proven ability to engage with and influence others; strong relationship skills.
• Excellent communication and listening skills; team player.

Responsibilities

• Handle inbound inquiries from leads regarding Merrill offering.
• Position Merrill and Bank of America capabilities to clients.
• Collect client profile data following KYC to open accounts.
• Serve as interim Financial Advisor; recommend suitable investment products.
• Document client interactions and opportunities in Salesforce.

Skills

Business Acumen

Business Development

Oral Communications

Prospecting

Wealth Planning

Analytical Thinking

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 / Secondary School or equivalent

Tools

Microsoft Word

PowerPoint

Excel

Job description

Bank of America Corporation is seeking a Wealth Management Advisor to work with high-net-worth clients, identify needs, and build trusted relationships. You will leverage Merrill’s investment insights and Bank of America banking services to deliver tailored recommendations and drive business growth.

Responsibilities include prospecting, executing client plans, and collaborating with partners while adhering to privacy and regulatory requirements.