Wealth Advisor for High-Net-Worth Clients

Bank of America Corporation; Athens (GA); On-site; USD 90,000 - 130,000; Full time

Job summary

Bank of America Corporation's Merrill Wealth Management seeks a Financial Advisor to work with high-net-worth clients, identify needs, and develop relationships. You will review investment goals, prepare recommendations, and leverage technology to support growth while ensuring privacy and regulatory compliance.

The role involves building trusted advisory relationships, executing business development plans, and collaborating with partners across the Merrill ecosystem.

Qualifications

• Hold Series 7 and Series 66 licenses or the equivalent (63/65).
• Minimum of one year in investments and in financial services or sales with targets met.
• Strong ability to engage with and influence others; build trust and credibility.

Responsibilities

• Respond to inbound inquiries and present Merrill offerings to clients and prospects.
• Position Merrill and Bank of America capabilities to clients.
• Collect client profile data following KYC procedures to open accounts.
• Serve as interim Financial Advisor, recommending suitable investment products based on client objectives.

Skills

Series 7 license

Series 66 license

KYC procedures

Interpersonal skills

Client relationship building

Effective communication

Team collaboration

Networking & prospecting

Microsoft Word

PowerPoint

Excel

Education

Bachelor's degree

High School Diploma / GED

Tools

Salesforce

Job description

Bank of America Corporation's Merrill Wealth Management seeks a Financial Advisor to work with high-net-worth clients, identify needs, and develop relationships. You will review investment goals, prepare recommendations, and leverage technology to support growth while ensuring privacy and regulatory compliance.

The role involves building trusted advisory relationships, executing business development plans, and collaborating with partners across the Merrill ecosystem.