Wealth Advisor for High-Net-Worth Clients

Bank of America Corporation; Brea (CA); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

Benefits package

Job summary

Merrill Wealth Management, part of Bank of America, seeks a financial advisor to guide high-net-worth clients. You will identify client needs, build relationships, review investment goals, and prepare recommendations while leveraging Merrill’s capabilities and Bank of America’s banking convenience.

The role emphasizes producing client-focused solutions, using technology to drive growth, and adhering to privacy and regulatory guidelines. Strong prospecting and relationship skills are essential.

Qualifications

• Bachelor’s degree or higher in a related field or equivalent experience.
• 1+ year in investments or financial services with sales experience.
• Proven ability to engage with and influence others.
• Excellent communication and relationship-building skills.
• Ability to work in a performance-driven compensation environment.

Responsibilities

• Handles inbound inquiries from leads regarding Merrill offerings.
• Positions the extensive capabilities of Merrill and Bank of America.
• Collects the necessary client profile data, following standard KYC procedures to open accounts.
• Serves as interim Financial Advisor, providing investment recommendations based on objectives, resources, time horizon, risk profile, and preferences.
• Documents all client interactions and opportunities within Salesforce accurately.

Skills

Business Acumen

Prospecting

Oral Communications

Wealth Planning

Analytical Thinking

Client Experience Branding

Client Investments Management

Portfolio Analysis

Risk Management

Active Listening

Client Solutions Advisory

Emotional Intelligence

Referral Management

Education

Bachelor's degree

High School Diploma / GED

Tools

Microsoft Word

PowerPoint

Excel

Job description

Merrill Wealth Management, part of Bank of America, seeks a financial advisor to guide high-net-worth clients. You will identify client needs, build relationships, review investment goals, and prepare recommendations while leveraging Merrill’s capabilities and Bank of America’s banking convenience.

The role emphasizes producing client-focused solutions, using technology to drive growth, and adhering to privacy and regulatory guidelines. Strong prospecting and relationship skills are essential.