Wealth Advisor for High-Net-Worth Clients

Bank of America Corporation; Reno (NV); On-site; USD 85,000 - 120,000; Full time

Job summary

Bank of America Corporation's Merrill Wealth Management offers an Advisor Development Program to grow into a Financial Advisor role serving high-net-worth clients. You will build client relationships, assess investment goals, and tailor recommendations while leveraging Merrill and Bank of America resources.

The role emphasizes prospecting, regulatory awareness (SAFE Act), and collaboration across teams in a supportive in-office culture focused on growth and development.

Qualifications

• Series 7 and 66 licenses (or 63/65 in lieu of 66)
• Minimum of one year in investments, financial services, or sales with performance
• Strong interpersonal and relationship-building skills
• Excellent written and verbal communication
• Ability to prospect and source clients

Responsibilities

• Handle inbound inquiries and present Merrill offerings
• Position Merrill and Bank of America capabilities to clients
• Collect client profile data and open accounts per KYC
• Serve as interim Financial Advisor with suitable investment recommendations
• Document interactions in Salesforce accurately

Skills

Series 7

Series 66

Sales experience

Communication

Relationship building

Prospecting

Team collaboration

Regulatory knowledge

MS Office

Education

Bachelor's degree

High School Diploma

Tools

Salesforce

Excel

PowerPoint

Word

Job description

Bank of America Corporation's Merrill Wealth Management offers an Advisor Development Program to grow into a Financial Advisor role serving high-net-worth clients. You will build client relationships, assess investment goals, and tailor recommendations while leveraging Merrill and Bank of America resources.

The role emphasizes prospecting, regulatory awareness (SAFE Act), and collaboration across teams in a supportive in-office culture focused on growth and development.