Wealth Advisor for High Net Worth Clients

Bank of America Corporation; Chesterfield (MO); In loco; USD 80.000 - 90.000; Tempo pieno

Vantaggi offerti da questo lavoro

Benefits

Descrizione del lavoro

Bank of America Corporation's Merrill Wealth Management division seeks a Financial Advisor/Client Associate to work with high-net-worth clients, identify needs, and develop investment relationships. Responsibilities include profiling clients, recommending suitable investments, and leveraging Salesforce for client tracking.

The role involves growth initiatives, adherence to privacy and regulatory guidance, and potential residential mortgage loan opportunities under SAFE Act requirements.

Competenze

• Bachelor's degree or higher in a related field.
• Minimum of one year in investments or financial services sales.
• Series 7 and 66 (or 63/65) licenses are required or in scope.

Mansioni

• Handle inbound inquiries from Merrill leads and articulate offerings.
• Position Merrill and Bank of America capabilities to clients.
• Collect client profile data following KYC to open accounts.

Conoscenze

Strong communication

Relationship building

Sales experience

Prospecting

KYC procedures

Team collaboration

Formazione

Bachelor's degree

High School Diploma or GED

Strumenti

Salesforce

Microsoft Word

PowerPoint

Excel

Descrizione del lavoro

Bank of America Corporation's Merrill Wealth Management division seeks a Financial Advisor/Client Associate to work with high-net-worth clients, identify needs, and develop investment relationships. Responsibilities include profiling clients, recommending suitable investments, and leveraging Salesforce for client tracking.

The role involves growth initiatives, adherence to privacy and regulatory guidance, and potential residential mortgage loan opportunities under SAFE Act requirements.