Wealth Advisor for High-Net-Worth Clients

Bank of America Corporation; Easton (MD); 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, gather needs, and deliver investment guidance. You will leverage Merrill’s capabilities and Bank of America’s platforms to manage relationships and drive growth with a focus on compliance and client service.

The role requires active Series 7 and 66 licenses, strong communication, and the ability to work in a collaborative team.

Qualifications

• Requires Series 7 and 66 licenses.
• At least 1 year of experience in investments/financial services or sales.
• Proven ability to engage with and influence clients and teams.
• Excellent written and verbal communication skills.

Responsibilities

• Handle inbound inquiries and position Merrill and Bank of America capabilities.
• Collect client profile data and follow KYC procedures to open accounts as appropriate.
• Provide investment recommendations as interim Financial Advisor based on client objectives and risk profile.
• Document all client interactions in Salesforce accurately.
• Support business development goals and grow client relationships.

Skills

Licensing

Client relationships

Sales experience

Financial services knowledge

Communication skills

Team collaboration

Education

Bachelor's degree

Tools

Job description

Bank of America Corporation is seeking a Wealth Management professional to engage high-net-worth clients, gather needs, and deliver investment guidance. You will leverage Merrill’s capabilities and Bank of America’s platforms to manage relationships and drive growth with a focus on compliance and client service.

The role requires active Series 7 and 66 licenses, strong communication, and the ability to work in a collaborative team.