Wealth Advisor for High-Net-Worth Clients

National Black MBA Association; Pasadena, Northern (CA, KY); Hybrid; USD 80,000 - 90,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America/Merrill Wealth Management is seeking a Financial Advisor through the Advisor Development Program to work with high-net-worth clients, building relationships, reviewing investment goals, and preparing recommendations. The program emphasizes leveraging technology, prospecting, and regulatory compliance.

This in-office program provides training, coaching, and opportunities to grow a personal practice.

Qualifications

• Currently holds Series 7 and 66 licenses.
• Minimum of one year of investments industry experience.
• Minimum of one year in financial services or sales environment with goals met.
• Proven ability to engage with and influence others.
• Excellent interpersonal and relationship-building skills.
• Effective written and verbal communication.
• Demonstrated collaboration and teamwork.
• Entrepreneurial mindset with ability to source clients.
• Performance-driven with strong follow-through.
• Proficient in MS Word, PowerPoint, and Excel.

Responsibilities

• Handles inbound inquiries from leads regarding Merrill offerings.
• Positions the extensive capabilities of Merrill and Bank of America.
• Collects client profile data, following KYC to open accounts.
• Provides investment recommendations based on objectives, resources, time horizon, and risk.
• Documents client interactions and opportunities in Salesforce.

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

Tools

Microsoft Word

PowerPoint

Excel

Job description

Bank of America/Merrill Wealth Management is seeking a Financial Advisor through the Advisor Development Program to work with high-net-worth clients, building relationships, reviewing investment goals, and preparing recommendations. The program emphasizes leveraging technology, prospecting, and regulatory compliance.

This in-office program provides training, coaching, and opportunities to grow a personal practice.