Wealth Advisor for High-Net-Worth Clients

Bank of America Corporation; San Antonio (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America Corporation, Merrill Wealth Management, is seeking candidates for the Advisor Development Program aimed at transitioning individuals into Financial Advisors. You will build relationships with high-net-worth clients, assess investment goals, and prepare tailored recommendations alongside a link to Merrill’s advisory team.

The role emphasizes leveraging technology to grow the practice, maintaining regulatory compliance, and collaborating with partners.

Qualifications

• Hold Series 7 and 66 licenses (or 63/65 in lieu).
• minimum of one year in investments industry or sales with goals met.
• experience in financial services or sales with track record.
• strong interpersonal and relationship-building skills.
• effective written and verbal communication skills.
• experience sourcing clients through prospecting and networking.
• ability to work in a performance-tied compensation environment.

Responsibilities

• Handles inbound inquiries from Merrill customers and prospects.
• Positions Merrill and Bank of America capabilities to clients.
• Collects client profile data following KYC procedures to open accounts.
• Provides investment product recommendations based on objectives, resources, and risk profile.
• Documents 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

Bachelor's degree

High School Diploma / GED

Tools

Salesforce

Microsoft Word

PowerPoint

Excel

Job description

Bank of America Corporation, Merrill Wealth Management, is seeking candidates for the Advisor Development Program aimed at transitioning individuals into Financial Advisors. You will build relationships with high-net-worth clients, assess investment goals, and prepare tailored recommendations alongside a link to Merrill’s advisory team.

The role emphasizes leveraging technology to grow the practice, maintaining regulatory compliance, and collaborating with partners.