Wealth Advisor for High-Net-Worth Clients

Bank of America Corporation; Houston (TX); On-site; USD 60,000 - 100,000; Full time

Job summary

Bank of America Corporation's Merrill Wealth Management is seeking candidates for the Advisor Development Program. The role focuses on working with high-net-worth clients to identify needs, build relationships, review investment goals, and prepare recommendations.

You will leverage Merrill and Bank of America capabilities to serve clients and drive growth. Responsibilities include data collection, client profiling, and delivering suitable investment solutions while adhering to privacy and

Qualifications

• Current Series 7 and 66 licenses required.
• At least one year of experience in investments or financial services.
• Experience in a sales environment with quota attainment.
• 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 procedures to open accounts.
• Serve as interim Financial Advisor and recommend suitable investment products.
• Document all client interactions in Salesforce.

Skills

Series 7 & 66 licenses

Relationship building

Sales oriented

Communication skills

MS Office (Word/Excel)

Education

Bachelor's degree

Tools

Salesforce

Microsoft Word

PowerPoint

Excel

Job description

Bank of America Corporation's Merrill Wealth Management is seeking candidates for the Advisor Development Program. The role focuses on working with high-net-worth clients to identify needs, build relationships, review investment goals, and prepare recommendations.

You will leverage Merrill and Bank of America capabilities to serve clients and drive growth. Responsibilities include data collection, client profiling, and delivering suitable investment solutions while adhering to privacy and