Wealth Advisor for High-Net-Worth Clients

Bank of America Corporation; Corpus Christi (TX); On-site; USD 85,000 - 130,000; Full time

Job summary

Merrill Wealth Management, part of Bank of America, is seeking candidates for its Advisor Development Program to work with high-net-worth clients, identify needs, and develop relationships. The role involves reviewing investment goals and recommending suitable investment strategies, while adhering to privacy and regulatory guidelines.

Responsibilities include leveraging technology for business growth, gathering client data, and supporting mortgage originations under SAFE Act rules.

Qualifications

• Currently holds Series 7 and 66 licenses or the equivalent (63/65).
• Minimum of one year in the investments industry or financial services sales.
• Proven ability to engage and influence others.
• Strong interpersonal and relationship-building skills.

Responsibilities

• Handle inbound inquiries from Merrill offering leads.
• Position Merrill and Bank of America capabilities to clients.
• Collect client profile data following KYC to open accounts.
• Serve as interim Financial Advisor with suitable investment recommendations.
• Document client interactions and opportunities in Salesforce.

Skills

Series 7

Series 66

Sales experience

Interpersonal skills

Communication skills

KYC knowledge

Microsoft Word/Excel

Education

Bachelor’s degree

High School Diploma/GED

Tools

Salesforce

MS Office

Job description

Merrill Wealth Management, part of Bank of America, is seeking candidates for its Advisor Development Program to work with high-net-worth clients, identify needs, and develop relationships. The role involves reviewing investment goals and recommending suitable investment strategies, while adhering to privacy and regulatory guidelines.

Responsibilities include leveraging technology for business growth, gathering client data, and supporting mortgage originations under SAFE Act rules.