Wealth Advisor for High-Net-Worth Clients

Bank of America Corporation; Quincy (IL); On-site; USD 80,000 - 90,000; Full time

Job summary

Merrill Wealth Management, part of Bank of America, seeks a Financial Advisor level professional to work with high-net-worth clients, develop relationships and review investment goals. The role involves leveraging technology to drive growth and adhering to privacy/regulatory guidelines.

The position may involve residential mortgage loan activity and requires SAFE Act registration; compliant background checks are mandatory. Strong licensing, sales and relationship skills are essential for success.

Qualifications

• One year of experience in the investments industry.
• Experience in the financial services industry or a sales environment with goals met or exceeded.
• Proven ability to engage with and influence others.
• Strong interpersonal and relationship-building skills.
• Excellent written and verbal communication skills.
• Ability to listen, assess needs and propose solutions.
• Team collaboration and cross-functional work.

Responsibilities

• Handle inbound inquiries from leads regarding Merrill offering.
• Position Merrill and Bank of America capabilities.
• Collect client profile data following KYC to open accounts.
• Serve as interim Financial Advisor and recommend suitable investments.
• Document client interactions and opportunities in Salesforce.

Skills

Series 7/66

Investments experience

Sales experience

Relationship building

Effective communication

KYC procedures

Team collaboration

Proactive prospecting

Education

Bachelor's degree

Tools

Microsoft Word

PowerPoint

Excel

Job description

Merrill Wealth Management, part of Bank of America, seeks a Financial Advisor level professional to work with high-net-worth clients, develop relationships and review investment goals. The role involves leveraging technology to drive growth and adhering to privacy/regulatory guidelines.

The position may involve residential mortgage loan activity and requires SAFE Act registration; compliant background checks are mandatory. Strong licensing, sales and relationship skills are essential for success.