Wealth Advisor for High-Net-Worth Clients

13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc; Louisville (KY); On-site; USD 60,000 - 120,000; Full time

Job summary

Bank of America Corporation’s Merrill Wealth Management team seeks a Financial Advisor/Client Associate to build relationships with high-net-worth clients, assess investment goals, and prepare recommendations. The role emphasizes using technology, adherence to privacy and regulatory guidelines, and collaboration with cross-functional partners to grow business.

The position may involve residential mortgage loan work and requires SAFE Act registration; familiarity with Salesforce and strong

Qualifications

• Minimum education: High School Diploma or equivalent; GED accepted.
• Bachelor’s degree and/or financial services sales experience as desired.
• Series 7 and 66 (or 63/65 in lieu) licenses are required.

Responsibilities

• Handles inbound inquiries from leads regarding Merrill offering.
• Positions the extensive capabilities of Merrill and Bank of America.
• Collects the necessary client profile data, following KYC procedures to open accounts.

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 / Secondary School or equivalent

Bachelor’s degree in Finance / Economics / Business (desired)

Tools

Microsoft Word

PowerPoint

Excel

Job description

Bank of America Corporation’s Merrill Wealth Management team seeks a Financial Advisor/Client Associate to build relationships with high-net-worth clients, assess investment goals, and prepare recommendations. The role emphasizes using technology, adherence to privacy and regulatory guidelines, and collaboration with cross-functional partners to grow business.

The position may involve residential mortgage loan work and requires SAFE Act registration; familiarity with Salesforce and strong