Wealth Advisor for High-Net-Worth Clients

Bank of America Corporation; San Francisco (CA); Presencial; USD 90.000 - 150.000; Jornada completa

Descripción de la vacante

Bank of America’s Merrill Wealth Management seeks a Financial Advisor to serve high-net-worth clients in San Francisco, building lasting relationships and delivering tailored investment strategies.

You will leverage Merrill and Bank of America resources, manage client profiles and KYC, and drive business development through proactive prospecting and client service. This is an in-office role with performance-driven compensation.

Formación

• Bachelor’s degree or higher preferred.
• Series 7 and 66 licenses required (or 63/65 in lieu of 66).
• Experience in financial services or sales with goals met/exceeded.

Responsabilidades

• Handle inbound inquiries and present Merrill offerings.
• Position Merrill and Bank of America capabilities to clients.
• Collect client profile data and perform KYC to open accounts.
• Act as interim Financial Advisor to recommend suitable investments.
• Document client interactions in Salesforce.

Conocimientos

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

Educación

High School Diploma / GED / Secondary School or equivalent

Bachelor’s degree

Herramientas

FINRA Series 7 & 66 licenses

Descripción del empleo

Bank of America’s Merrill Wealth Management seeks a Financial Advisor to serve high-net-worth clients in San Francisco, building lasting relationships and delivering tailored investment strategies.

You will leverage Merrill and Bank of America resources, manage client profiles and KYC, and drive business development through proactive prospecting and client service. This is an in-office role with performance-driven compensation.