Wealth Advisor for High-Net-Worth Clients

Bank of America; Indio (CA); On-site; USD 75,000 - 120,000; Full time

Job summary

Bank of America, Merrill Wealth Management is seeking a candidate for the Merrill Advisor Development Program - Financial Advisor to work with high-net-worth clients, identify needs, and deliver comprehensive investment recommendations.

You will collaborate with Merrill Advisor Teams, receive world-class training, and build a foundation for portfolio growth while aligning with privacy and regulatory requirements.

Qualifications

• Currently holds Series 7 and 66 licenses.
• Minimum of one year of experience in the investments industry.
• Minimum of one year in financial services or a sales environment with targets.
• Excellent interpersonal and relationship-building skills.
• Strong communication and listening abilities.

Responsibilities

• Handles inbound inquiries from leads regarding Merrill offerings.
• Positions the extensive capabilities of Merrill and Bank of America.
• Collects client profile data following KYC procedures to open accounts.
• Serves as interim Financial Advisor with tailored investment recommendations.
• Documents client interactions and opportunities in Salesforce.

Skills

Business Acumen

Business Development

Oral Communications

Prospecting

Wealth Planning

Analytical Thinking

Client Experience Branding

Client Investments Management

Portfolio Analysis

Risk Management

Active Listening

Client Solutions Advisory

Emotional Intelligence

Referral Management

Trading

Education

High School Diploma / GED

Bachelor’s degree

Tools

Microsoft Word

PowerPoint

Excel

Job description

Bank of America, Merrill Wealth Management is seeking a candidate for the Merrill Advisor Development Program - Financial Advisor to work with high-net-worth clients, identify needs, and deliver comprehensive investment recommendations.

You will collaborate with Merrill Advisor Teams, receive world-class training, and build a foundation for portfolio growth while aligning with privacy and regulatory requirements.