Wealth Advisor for High-Net-Worth Clients

Bank of America Corporation; Duluth (GA); Presencial; USD 65.000 - 90.000; Jornada completa

Descripción de la vacante

Bank of America Corporation's Merrill Wealth Management seeks professionals eager to begin a career as a Financial Advisor through the Advisor Development Program. You will work with high-net-worth clients, build relationships, review investment goals, and prepare tailored recommendations leveraging Merrill and Bank of America capabilities.

The role emphasizes relationship-building, regulatory compliance, and a performance-driven compensation structure.

Formación

• Bachelor's degree or higher is preferred.
• Demonstrated ability to build trust and credibility with clients.
• Proven track record in sales or financial services with meeting/exceeding goals.

Responsabilidades

• 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.

Conocimientos

Communication

Relationship building

Prospecting

Networking

Time management

Active listening

Emotional intelligence

Problem solving

Sales experience

Educación

Bachelor's degree

High School Diploma or GED

Herramientas

Microsoft Word

PowerPoint

Excel

Descripción del empleo

Bank of America Corporation's Merrill Wealth Management seeks professionals eager to begin a career as a Financial Advisor through the Advisor Development Program. You will work with high-net-worth clients, build relationships, review investment goals, and prepare tailored recommendations leveraging Merrill and Bank of America capabilities.

The role emphasizes relationship-building, regulatory compliance, and a performance-driven compensation structure.