Wealth Advisor for High-Net-Worth Clients

Bank of America Corporation; Frontenac (MO); On-site; USD 90,000 - 130,000; Full time

Job summary

Bank of America Corporation’s Merrill Wealth Management is seeking an ambitious Financial Advisor role serving high-net-worth clients. The position focuses on building relationships, developing investment strategies, and guiding clients through financial goals while leveraging Merrill and Bank of America capabilities.

This role requires Series 7/66 licenses, at least one year in investments or financial services, strong communication, teamwork, and the ability to work in a performance-based

Qualifications

• Currently holds Series 7 and 66 licenses (or the equivalent 63/65 in lieu).
• Minimum of one year of experience in the investments industry and/or financial services sales.
• Proven ability to engage with and influence others and build trust.
• Strong interpersonal and written/verbal communication skills.
• Ability to work collaboratively with team and key partners.
• Proficient in Microsoft Word, PowerPoint, and Excel.

Responsibilities

• Handles inbound inquiries from Merrill offering.
• Positions the extensive capabilities of Merrill and Bank of America.
• Collects client profile data following KYC procedures to open accounts as appropriate.
• Serves as interim Financial Advisor, providing investment recommendations.
• Documents all client interactions and opportunities within Salesforce.

Skills

Series 7

Series 66

Investment knowledge

Sales experience

Relationship building

Communication skills

KYC procedures

Microsoft Office

Salesforce

Education

Bachelor’s degree

High School Diploma

Tools

Salesforce

Job description

Bank of America Corporation’s Merrill Wealth Management is seeking an ambitious Financial Advisor role serving high-net-worth clients. The position focuses on building relationships, developing investment strategies, and guiding clients through financial goals while leveraging Merrill and Bank of America capabilities.

This role requires Series 7/66 licenses, at least one year in investments or financial services, strong communication, teamwork, and the ability to work in a performance-based