Wealth Advisor for High-Net-Worth Clients

Bank of America Corporation; Pepper Pike (OH); Presencial; USD 90.000 - 150.000; Jornada completa

Descripción de la vacante

Merrill Wealth Management, a leading Bank of America subsidiary, is seeking professionals to serve high-net-worth clients with a broad range of investment products and services. You will identify needs, develop relationships, review goals, and prepare investment recommendations as part of a trusted advisory team.

The role emphasizes collaboration, privacy and regulatory guidelines, and leveraging Salesforce to track client interactions.

Formación

• Currently holds Series 7 and 66 licenses (or equivalent 63/65).
• Minimum of one year in investments and financial services or sales.
• Proven ability to engage, influence and build trust with clients.
• Excellent communication, listening and proposal skills.
• Ability to work collaboratively with advisors and partners.
• Entrepreneurial mindset with client prospecting experience.

Responsabilidades

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

Conocimientos

Client relationship

Communication skills

Prospecting

Team collaboration

Active listening

Problem solving

Educación

Bachelor’s degree

High School Diploma

Herramientas

Salesforce

Microsoft Word

PowerPoint

Excel

Descripción del empleo

Merrill Wealth Management, a leading Bank of America subsidiary, is seeking professionals to serve high-net-worth clients with a broad range of investment products and services. You will identify needs, develop relationships, review goals, and prepare investment recommendations as part of a trusted advisory team.

The role emphasizes collaboration, privacy and regulatory guidelines, and leveraging Salesforce to track client interactions.