Wealth Advisor for High-Net-Worth Clients

Bank of America Corporation; Santa Barbara (CA); In loco; USD 90.000 - 140.000; Tempo pieno

Descrizione del lavoro

Bank of America Corporation, through Merrill Wealth Management, seeks a client-focused Financial Advisor to work with high-net-worth clients, identifying needs, reviewing goals, and preparing investment recommendations. The role emphasizes technology-driven growth, advisory services, and collaboration with advisory teams.

The position requires Series 7 and 66 licenses (or equivalents), and a track record in financial services or sales with revenue targets.

Competenze

• Holds required securities licenses (Series 7 and 66 or equivalent)
• Minimum 1 year in investments or financial services with sales experience
• Proven ability to engage and influence clients and colleagues
• Strong interpersonal skills and relationship-building abilities
• Excellent written and verbal communication skills
• Ability to assess client needs and propose suitable solutions
• Team-oriented with collaboration across partners
• Goal-oriented with strong follow-through and prospecting abilities
• Tech-savvy with familiarity in CRM tools (Salesforce)

Mansioni

• Handle inbound inquiries from leads regarding Merrill offerings
• Position Merrill and Bank of America capabilities to clients
• Collect client profile data following KYC to open accounts
• Act as interim Financial Advisor providing recommendations to prospects and clients
• Document client interactions and opportunities in Salesforce

Formazione

High School Diploma / GED / Secondary School or equivalent

Series 7 and 66 licenses (or 63/65 alternative)

Investment knowledge and sales skills

Client relationship building

Communication and presentation

Prospecting and networking

Microsoft Word, PowerPoint, Excel

Strumenti

Microsoft Word

PowerPoint

Excel

Descrizione del lavoro

Bank of America Corporation, through Merrill Wealth Management, seeks a client-focused Financial Advisor to work with high-net-worth clients, identifying needs, reviewing goals, and preparing investment recommendations. The role emphasizes technology-driven growth, advisory services, and collaboration with advisory teams.

The position requires Series 7 and 66 licenses (or equivalents), and a track record in financial services or sales with revenue targets.