Wealth Advisor for High Net Worth Clients

Bank of America Corporation; Bowling Green (KY); On-site; USD 70,000 - 110,000; Full time

Job summary

Bank of America Corporation, via Merrill Wealth Management, seeks a Financial Advisor to work with high-net-worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing recommendations. You will leverage technology to grow the business and profile activities to meet clients' financial objectives.

The role involves driving initiatives to maximize client impact, supporting business development plans, and adhering to privacy and regulatory guidance.

Qualifications

• Currently holds Series 7 and 66 (or the equivalent 63 and 65 in lieu of 66) licenses.
• Minimum of one year of experience in the investments industry, including investment training.
• Minimum of one year of experience in financial services or sales with targets.
• Proven ability to engage with and influence others.
• Excellent interpersonal and relationship-building skills and credibility.

Responsibilities

• Handles inbound inquiries from leads regarding Merrill offering.
• Position the extensive capabilities of Merrill and Bank of America.
• Collects client profile data following KYC procedures to open accounts.
• Serves as interim Financial Advisor, recommending suitable investment products.
• Documents all client interactions and opportunities in Salesforce.

Skills

Business Acumen

Business Development

Oral Communications

Prospecting

Wealth Planning

Analytical Thinking

Education

Bachelor's degree

High School Diploma / GED

Tools

Microsoft Word

PowerPoint

Excel

Job description

Bank of America Corporation, via Merrill Wealth Management, seeks a Financial Advisor to work with high-net-worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing recommendations. You will leverage technology to grow the business and profile activities to meet clients' financial objectives.

The role involves driving initiatives to maximize client impact, supporting business development plans, and adhering to privacy and regulatory guidance.