Wealth Advisor for High-Net-Worth Clients

Bank of America Corporation; Missoula (MT); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

Formulaic incentive plan

Benefits eligible

Paid time off

Job summary

Merrill Wealth Management, part of Bank of America Corporation, seeks candidates for an Advisor Development Program to work with high-net-worth clients, build relationships, and develop investment strategies. The role emphasizes privacy, regulatory compliance, and a strong pipeline of client opportunities.

The position offers in-office collaboration with flexible role responsibilities, a focus on growth, and the potential for residential mortgage-related duties under SAFE Act regulations.

Qualifications

• Currently holds Series 7 and 66 (or the equivalent 63 and 65 in lieu of 66) licenses.
• Minimum of one year of experience in the investments industry
• Minimum of one year of experience in the financial service industry and/or a sales environment

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 standard KYC procedures to open account(s) as appropriate
• Serves as interim Financial Advisor, providing recommendation of investment products and services
• Documents all client interactions and opportunities within Salesforce accurately

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

Tools

Microsoft Word

PowerPoint

Excel

Job description

Merrill Wealth Management, part of Bank of America Corporation, seeks candidates for an Advisor Development Program to work with high-net-worth clients, build relationships, and develop investment strategies. The role emphasizes privacy, regulatory compliance, and a strong pipeline of client opportunities.

The position offers in-office collaboration with flexible role responsibilities, a focus on growth, and the potential for residential mortgage-related duties under SAFE Act regulations.