Wealth Advisor for High-Net-Worth Clients

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

Job summary

Bank of America’s Merrill Wealth Management Advisor Development Program targets individuals excited to transition into a Financial Advisor role. You will work with high-net-worth clients, identify needs, develop relationships, review goals, and prepare investment recommendations while leveraging technology to drive client growth.

This role emphasizes compliance with privacy and regulatory standards, with potential residential mortgage loan responsibilities and SAFE Act considerations.

Qualifications

• Current Series 7 and 66 (or 63/65) licenses.
• Minimum 1 year in investments or financial services.
• Experience in sales environment with goals.
• Strong interpersonal and relationship-building skills.
• Effective written and verbal communication.
• Ability to prospect and build trust quickly.

Responsibilities

• Handle inbound inquiries and position Merrill and Bank of America capabilities.
• Collect client profile data following KYC to open accounts.
• Provide investment product recommendations aligned with client objectives and risk profile.
• Document client interactions accurately in Salesforce.
• Collaborate with team and key partners to drive business development.

Skills

Series 7/66 licenses

Relationship building

Sales excellence

Communication skills

Team collaboration

Tech literacy (MS Word/PowerPoint/EXC)

Education

Bachelor’s degree

Tools

Salesforce

Job description

Bank of America’s Merrill Wealth Management Advisor Development Program targets individuals excited to transition into a Financial Advisor role. You will work with high-net-worth clients, identify needs, develop relationships, review goals, and prepare investment recommendations while leveraging technology to drive client growth.

This role emphasizes compliance with privacy and regulatory standards, with potential residential mortgage loan responsibilities and SAFE Act considerations.