Wealth Advisor for High‑Net‑Worth Clients

Bank of America Corporation; Allentown (Lehigh County); Presencial; USD 70.000 - 120.000; Jornada completa

Descripción de la vacante

Merrill Wealth Management within Bank of America Corporation is seeking a Financial Advisor or Client Associate to engage high-net-worth clients, assess investment goals, and develop tailored investment recommendations. You will leverage Merrill and Bank of America capabilities to grow client relationships and service accounts.

The role emphasizes relationship-building, proactive prospecting, and collaboration with partners while meeting performance-based targets.

Formación

• Series 7 and 66 licenses required (or 63/65 in lieu of 66).
• Minimum 1 year in investments and financial services or sales with targets.
• Strong interpersonal and relationship-building abilities.
• Excellent written and verbal communication.
• Ability to listen, assess needs, and propose solutions.

Responsabilidades

• Handle inbound inquiries regarding Merrill offerings.
• Position Merrill and Bank of America capabilities to clients.
• Collect client data following KYC procedures to open accounts.
• Act as interim Financial Advisor, recommending suitable investments.
• Document client interactions in Salesforce accurately.

Conocimientos

Interpersonal skills

Relationship building

Communication

Listening

Team collaboration

Prospecting

Networking

Results oriented

Entrepreneurial mindset

MS Office (Word/PowerPoint/Excel)

Educación

Bachelor’s degree

High School Diploma

Herramientas

Salesforce

Microsoft Word

PowerPoint

Excel

Descripción del empleo

Merrill Wealth Management within Bank of America Corporation is seeking a Financial Advisor or Client Associate to engage high-net-worth clients, assess investment goals, and develop tailored investment recommendations. You will leverage Merrill and Bank of America capabilities to grow client relationships and service accounts.

The role emphasizes relationship-building, proactive prospecting, and collaboration with partners while meeting performance-based targets.