Wealth Advisor for High‑Net‑Worth Clients

Bank of America; Columbus (OH); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

Formulaic incentive plan

Benefits eligible

Job summary

Bank of America Corporation is seeking a Wealth Management professional to engage high-net-worth clients, open accounts, and provide tailored investment recommendations within Merrill Wealth Management. The role emphasizes building trust, navigating regulatory requirements, and collaborating with partners across the bank.

You will work with a dynamic advisory team, leveraging technology and KYC processes to drive business development while maintaining a client-centric approach and strong

Qualifications

• Series 7 and 66 licenses (or 63/65 in lieu of 66) required
• Minimum 1 year in investments industry
• Minimum 1 year in financial services or sales with meeting/exceeding goals
• Proven ability to engage and influence others
• Exceptional interpersonal and relationship-building skills
• Effective written and verbal communication
• Ability to listen, assess needs and recommend solutions
• Team collaboration and cross-functional work
• Entrepreneurial mindset with prospecting experience
• Computer literacy in MS Office applications

Responsibilities

• Handle inbound inquiries from leads regarding Merrill offering
• Position Merrill and Bank of America capabilities to clients
• Collect client profile data following KYC procedures to open accounts
• Serve as interim Financial Advisor, recommending suitable investment products
• Document all client interactions and opportunities within Salesforce

Skills

Client relationship building

Communication

Prospecting

Interpersonal skills

Team collaboration

Goal orientation

Business development

Resourcefulness

Adaptability

Industry knowledge

Education

Bachelor’s degree

High School Diploma / GED

Tools

Salesforce

Microsoft Word

PowerPoint

Excel

Job description

Bank of America Corporation is seeking a Wealth Management professional to engage high-net-worth clients, open accounts, and provide tailored investment recommendations within Merrill Wealth Management. The role emphasizes building trust, navigating regulatory requirements, and collaborating with partners across the bank.

You will work with a dynamic advisory team, leveraging technology and KYC processes to drive business development while maintaining a client-centric approach and strong