Wealth Advisor for High-Net-Worth Clients

Bank of America Corporation; Cape Girardeau (MO); On-site; USD 80,000 - 90,000; Full time

Job summary

Bank of America Corporation, via Merrill Wealth Management, is hiring a Financial Advisor to work with high-net-worth clients, identify needs, and develop relationships. You will review goals, prepare recommendations, and drive growth through prospecting and client servicing.

The role requires regulatory licensing, strong communication, and a proactive, collaborative mindset within a performance-driven team.

Qualifications

• Currently holds Series 7 and 66 (or 63 and 65 in lieu of 66) licenses.
• Minimum of one year of experience in the investments industry with product knowledge.
• Minimum of one year in financial services or a sales environment with goals met.
• Proven ability to engage with and influence others.
• Proficient in Microsoft 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 with KYC procedures to open accounts.
• Serve as interim Financial Advisor with investment recommendations.

Skills

Business Acumen

Business Development

Oral Communications

Prospecting

Wealth Planning

Analytical Thinking

Client Experience Branding

Client Investments Management

Portfolio Analysis

Risk Management

Active Listening

Client Solutions Advisory

Emotional Intelligence

Referral Management

Trading

Education

Bachelor's degree

High School Diploma / GED

Job description

Bank of America Corporation, via Merrill Wealth Management, is hiring a Financial Advisor to work with high-net-worth clients, identify needs, and develop relationships. You will review goals, prepare recommendations, and drive growth through prospecting and client servicing.

The role requires regulatory licensing, strong communication, and a proactive, collaborative mindset within a performance-driven team.