Wealth Advisor for High-Net-Worth Clients

Bank of America Corporation; San Jose (CA); Presencial; USD 80.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Formulaic incentive plan

Benefits

Descripción de la vacante

Bank of America Corporation's Merrill Wealth Management team seeks a Financial Advisor to engage high-net-worth clients, build relationships, and deliver tailored investment recommendations. The role emphasizes collaboration, regulatory awareness, and direct client service.

Responsibilities include lead handling, KYC data collection, and accurate documentation in Salesforce, with a strong emphasis on achieving sales goals and developing lasting client relationships.

Formación

• - Currently holds Series 7 and66 (or the equivalent 63 and 65 in lieu of 66) licenses
• - Minimum of one year of experience in the investments industry
• - Minimum of one year of experience in financial services or a sales environment
• - Proven ability to engage with and influence others
• - Interpersonal and relationship-building skills
• - Effective communication skills
• - Ability to assess needs and recommend solutions
• - Team collaboration and goal orientation
• - Entrepreneurial mindset with client prospecting
• - Computer literacy in MS Word, PowerPoint, Excel
• - Prior experience with mortgage / SAFE Act considerations may apply

Responsabilidades

• Handles inbound inquiries from leads regarding Merrill offerings
• Positions Merrill and Bank of America capabilities
• Collects client profile data following KYC to open accounts
• Serves as interim Financial Advisor with product recommendations
• Documents client interactions and opportunities in Salesforce

Conocimientos

Series 7/66 Licenses

Client Relationship

Sales Experience

Financial Services Knowledge

Microsoft Office

Educación

High School Diploma / GED

Herramientas

Salesforce

Descripción del empleo

Bank of America Corporation's Merrill Wealth Management team seeks a Financial Advisor to engage high-net-worth clients, build relationships, and deliver tailored investment recommendations. The role emphasizes collaboration, regulatory awareness, and direct client service.

Responsibilities include lead handling, KYC data collection, and accurate documentation in Salesforce, with a strong emphasis on achieving sales goals and developing lasting client relationships.