Wealth Advisor for High-Net-Worth Clients

Bank of America Corporation; Peachtree City (GA); On-site; USD 70,000 - 120,000; Full time

Job summary

Bank of America Corporation is seeking a Financial Advisor in Wealth Management to manage high-net-worth client relationships, identify investment goals, and develop personalized plans. You will leverage Merrill’s capabilities and technology to drive growth, while ensuring regulatory and privacy standards are met.

The role emphasizes building trust with clients, rigorous onboarding, and collaboration with cross-functional teams to deliver tailored investment guidance and services.

Qualifications

• Currently holds Series 7 and 66 (or the equivalent 63/65).
• At least 1 year in the investments industry with product knowledge.
• At least 1 year in financial services or sales with goals met.
• Proven ability to engage and influence others.
• Strong interpersonal and relationship-building skills.
• Effective written and verbal communication.
• Ability to listen, assess needs and recommend solutions.
• Proven ability to collaborate on a team with partners.
• Goal- and results-oriented with follow-through.
• Entrepreneurial mindset with prospecting/networking skills.
• Compensation-driven environment experience.
• Proficient in Word, PowerPoint, and Excel.

Responsibilities

• Inbound inquiries from leads regarding Merrill offerings.
• Position Merrill and Bank of America capabilities to clients.
• Collect client profile data following KYC to open accounts.
• Serve as interim Financial Advisor, recommending suitable investments.
• Document 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

High School Diploma / GED / Secondary School or equivalent

Bachelor’s degree

Job description

Bank of America Corporation is seeking a Financial Advisor in Wealth Management to manage high-net-worth client relationships, identify investment goals, and develop personalized plans. You will leverage Merrill’s capabilities and technology to drive growth, while ensuring regulatory and privacy standards are met.

The role emphasizes building trust with clients, rigorous onboarding, and collaboration with cross-functional teams to deliver tailored investment guidance and services.