Wealth Advisor for High-Net-Worth Clients

Bank of America Corporation; Bala Cynwyd (PA); On-site; USD 85,000 - 150,000; Full time

Job summary

Bank of America Corporation's Merrill Wealth Management seeks a Financial Advisor to work with high-net-worth clients, identifying goals and recommending investments. You will leverage technology and a broad product set to support client objectives and growth.

The role emphasizes in-office collaboration, compliance with privacy and regulatory guidelines, and a performance-driven compensation model; on-site expectations may vary by team.

Qualifications

• Series 7 and 66 licenses (or 63 and 65 in lieu of 66) required.
• Minimum of one year of experience in the investments industry.
• Minimum of one year in financial services or a sales environment with results.
• Strong interpersonal and relationship-building skills.
• Excellent written and verbal communication abilities.
• Ability to build trust quickly and work collaboratively.
• Proven prospecting and client sourcing capability.
• Proficient in MS Word, PowerPoint, and Excel.

Responsibilities

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

Skills

Client Relationship Building

Prospecting

Communication

Team Collaboration

Sales Skills

Financial Advisory

Microsoft Office

Education

Bachelor's degree

Tools

Salesforce

Microsoft Word

Excel

PowerPoint

Job description

Bank of America Corporation's Merrill Wealth Management seeks a Financial Advisor to work with high-net-worth clients, identifying goals and recommending investments. You will leverage technology and a broad product set to support client objectives and growth.

The role emphasizes in-office collaboration, compliance with privacy and regulatory guidelines, and a performance-driven compensation model; on-site expectations may vary by team.