Wealth Advisor for High-Net-Worth Clients

Bank of America Corporation; Greenville (SC); On-site; USD 60,000 - 90,000; Full time

Job summary

Merrill Wealth Management, a leading part of Bank of America, seeks a Financial Advisor Development professional to grow relationships with high‑net worth clients. The role involves recommending investment solutions, profiling client needs, and supporting business growth while adhering to privacy and regulatory guidelines.

Requires Series 7/66 licenses (or 63/65), 1+ year in investments or sales, and strong communication skills. Onsite cooperation and 40-hour weeks are standard.

Qualifications

• Licenses: Series 7 and 66 (or 63/65 in lieu).
• Minimum one year in investments and financial services or sales.
• Strong interpersonal and relationship-building skills.

Responsibilities

• Handle inbound inquiries from leads regarding Merrill offerings.
• Position Merrill and Bank of America capabilities to clients.
• Collect client profile data following KYC to open accounts.
• Serve as interim Financial Advisor, recommending suitable investment products.
• Document all client interactions in Salesforce.

Skills

Business Acumen

Prospecting

Client Experience Branding

Wealth Planning

Analytical Thinking

Active Listening

Trading

Oral Communications

Education

High School Diploma / GED

Job description

Merrill Wealth Management, a leading part of Bank of America, seeks a Financial Advisor Development professional to grow relationships with high‑net worth clients. The role involves recommending investment solutions, profiling client needs, and supporting business growth while adhering to privacy and regulatory guidelines.

Requires Series 7/66 licenses (or 63/65), 1+ year in investments or sales, and strong communication skills. Onsite cooperation and 40-hour weeks are standard.