Wealth Advisor for High-Net-Worth Clients

Bank of America; Pittsburgh (Allegheny County); On-site; USD 65,000 - 110,000; Full time

Job summary

Bank of America’s Merrill Wealth Management is seeking Financial Advisors to work with high-net-worth clients in a branch setting, identifying client needs and delivering tailored investment guidance.

The role emphasizes building a sustainable book of business, leveraging technology, and collaborating with advisory teams to meet financial targets while maintaining regulatory standards. Strong licensing and client relations are essential for success.

Qualifications

• Currently holds FINRA SIE with progression in the investments industry.
• 2+ years experience in investments industry.
• Ability to obtain Series 7 and 66 licenses within program time.
• Self-starter who efficiently manages time and capacity.
• Sets and accomplishes goals, building strong client relationships.
• Collaborates effectively with others to deliver client solutions.
• Strong communication with clients and regulatory due diligence in daily activities.

Responsibilities

• Provide tailored investment advice and reviews for high-net-worth clients.
• Develop relationships and identify client goals to recommend strategies.
• Leverage technology and resources to grow the book of business.
• Partner with management to align financial goals with client needs.
• Support advisors by promoting products and services that fit client profiles.
• Build networks with internal teams to deliver comprehensive solutions.

Skills

SIE certification

Series 7 & 66 licenses

Relationship building

Communication skills

Time management

Sales oriented

Financial advisory

Education

Bachelor's degree

Job description

Bank of America’s Merrill Wealth Management is seeking Financial Advisors to work with high-net-worth clients in a branch setting, identifying client needs and delivering tailored investment guidance.

The role emphasizes building a sustainable book of business, leveraging technology, and collaborating with advisory teams to meet financial targets while maintaining regulatory standards. Strong licensing and client relations are essential for success.