Wealth Advisor for High-Net-Worth Clients

Bank of America Corporation; North Bethesda (MD); Presencial; USD 70.000 - 110.000; Jornada completa

Descripción de la vacante

Bank of America Corporation's Merrill Wealth Management seeks a Financial Advisor candidate to engage high-net-worth clients, identify needs, and build ongoing advisory relationships. You will review investment goals, develop plans, and recommend products aligned with client objectives, resources, and time horizons.

Responsibilities include leveraging technology to drive growth, executing business development plans, and maintaining privacy and regulatory compliance.

Formación

• Currently holds Series 7 and 66 licenses (or 63/65 equivalents).
• Minimum of one year of experience in investments and financial services or a sales environment with targets met.
• Proven ability to engage with and influence others.
• Excellent interpersonal and relationship-building skills with credibility.
• Effective written and verbal communication skills.
• Ability to listen, assess needs, and propose solutions.
• Proven collaborative team player with partners.
• Entrepreneurial mindset with client prospecting experience.
• Tech literacy with Salesforce experience.

Responsabilidades

• Handle inbound inquiries from leads regarding Merrill offerings.
• Position Merrill and Bank of America capabilities to clients.
• Collect client profile data and perform KYC to open accounts.
• Serve as interim Financial Advisor offering suitable investment recommendations.
• Document all client interactions and opportunities in Salesforce.

Conocimientos

Prospecting

Interpersonal skills

Relationship building

Communication (written & verbal)

Active listening

Team collaboration

Goal orientation

Networking

Financial product knowledge

Problem solving

Educación

Bachelor's degree

High School Diploma / GED

Herramientas

Salesforce

Microsoft Word

PowerPoint

Excel

Descripción del empleo

Bank of America Corporation's Merrill Wealth Management seeks a Financial Advisor candidate to engage high-net-worth clients, identify needs, and build ongoing advisory relationships. You will review investment goals, develop plans, and recommend products aligned with client objectives, resources, and time horizons.

Responsibilities include leveraging technology to drive growth, executing business development plans, and maintaining privacy and regulatory compliance.