Wealth Advisor for High-Net-Worth Clients

Bank of America Corporation; Columbus (OH); On-site; USD 60,000 - 100,000; Full time

Job summary

Bank of America Merrill Wealth Management is seeking a driven advisor for high-net-worth clients in Columbus. You will identify needs, review goals, and prepare investment recommendations while collaborating with an advisory team to deliver tailored solutions.

The role emphasizes relationship-building, regulatory diligence, and using Salesforce to track opportunities. Strong communication and a customer-centric mindset are essential.

Qualifications

• Bachelor’s degree or equivalent experience in financial services or sales.
• Series 7 and 66 (or 63/65) licenses or willingness to obtain.
• 1+ year of investments industry or financial services experience.
• Proven ability to engage others and meet sales goals.

Responsibilities

• Identify client needs and develop investment recommendations.
• Leverage technology to achieve growth and profile client objectives.
• Document client interactions in Salesforce and collaborate with partners.
• Engage high-net-worth clients with Merrill and Bank of America capabilities.

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

Trading

Education

Bachelor’s degree

High School Diploma

Tools

Salesforce

Microsoft Word

PowerPoint

Excel

Job description

Bank of America Merrill Wealth Management is seeking a driven advisor for high-net-worth clients in Columbus. You will identify needs, review goals, and prepare investment recommendations while collaborating with an advisory team to deliver tailored solutions.

The role emphasizes relationship-building, regulatory diligence, and using Salesforce to track opportunities. Strong communication and a customer-centric mindset are essential.