Wealth Advisor for High-Net-Worth Clients

Bank of America Corporation; Mount Laurel Township (NJ); On-site; USD 80,000 - 90,000; Full time

Job summary

Bank of America Corporation's Merrill Wealth Management team seeks an experienced financial services professional to work with high-net-worth clients, identifying needs, reviewing goals, and recommending investments. The role emphasizes leveraging Merrill insights with Bank of America's banking capabilities to deliver tailored guidance and long-term relationships.

The position requires licensing, sales experience, and strong communication, with a focus on prospecting, collaboration, and

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, including investment training and in-depth knowledge of investment products and services.
• Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Proven ability to engage with and influence others.
• Exceptional interpersonal and relationship building skills with a proven ability to quickly build trust and credibility.
• Effective communication skills (written and verbal).
• Proven ability to listen and probe for clarity and understanding; assess needs; and recommend appropriate solutions/interventions.
• Proven ability to work collaboratively on a team and with key partners.
• Goal and results oriented with strong follow-through skills.
• Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking.
• Ability to work in an environment where the majority of your compensation is tied to your performance.
• Possesses computer/technical literacy and is proficient in Microsoft Word, PowerPoint, and Excel.

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 recommendations of investment products and services suitable for prospects and clients based on objectives, resources, time horizon, risk profile, and preferences.
• 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

Bachelor's degree

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America Corporation's Merrill Wealth Management team seeks an experienced financial services professional to work with high-net-worth clients, identifying needs, reviewing goals, and recommending investments. The role emphasizes leveraging Merrill insights with Bank of America's banking capabilities to deliver tailored guidance and long-term relationships.

The position requires licensing, sales experience, and strong communication, with a focus on prospecting, collaboration, and