Wealth Advisor for High‑Net‑Worth Clients

Bank of America Corporation; North Bethesda (MD); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America Corporation's Merrill Wealth Management team seeks a qualified financial professional to engage high-net-worth clients, identify needs, and develop personalized investment recommendations. You will leverage Merrill's research and the Bank of America's resources to build trust and grow relationships.

The role emphasizes in-office collaboration across teams, KYC compliance, and proactive prospecting to drive business growth while delivering exceptional client service.

Qualifications

• Series 7 and 66 (or equivalents) licenses are required.
• Minimum of 1 year in investments or related sales.
• Experience in financial services or a sales environment with a track record of meeting goals.
• Strong interpersonal and relationship-building skills.
• Excellent written and verbal communication abilities.
• Ability to assess client needs and propose suitable solutions.
• Proven ability to work well in a team and with partners.
• Entrepreneurial mindset with client prospecting experience.

Responsibilities

• Handle inbound inquiries from leads about Merrill offering.
• Highlight Merrill and Bank of America capabilities to clients.
• Collect client profile data following KYC for account opening.
• Serve as interim Financial Advisor, recommending suitable investment products.
• Document client interactions accurately in Salesforce.

Skills

Series 7

Relationship building

Client engagement

KYC knowledge

Prospecting

Communication

Team collaboration

Goal orientation

Tech literacy

Education

Bachelor’s degree

Tools

Microsoft Word

PowerPoint

Excel

Job description

Bank of America Corporation's Merrill Wealth Management team seeks a qualified financial professional to engage high-net-worth clients, identify needs, and develop personalized investment recommendations. You will leverage Merrill's research and the Bank of America's resources to build trust and grow relationships.

The role emphasizes in-office collaboration across teams, KYC compliance, and proactive prospecting to drive business growth while delivering exceptional client service.