Wealth Advisor for High-Net-Worth Clients

Bank of America Corporation; South Carolina; On-site; USD 90,000 - 150,000; Full time

Job summary

Bank of America’s Merrill Wealth Management is seeking a Financial Advisor to work with high-net-worth clients, assessing objectives, building relationships, and delivering tailored investment recommendations. You will leverage Merrill’s investment insights with Bank of America's banking convenience, and support a culture that values collaboration and career development.

The role emphasizes using technology to drive growth, adhering to privacy and regulatory requirements, and proactively

Qualifications

• Currently holds Series 7 and 66 licenses (or equivalents).
• Minimum of one year of experience in the investments industry.
• Minimum of one year in financial services or a sales environment with goals met.

Responsibilities

• Handles inbound inquiries from leads regarding Merrill offering.
• Positions Merrill and Bank of America capabilities.
• Collects client profile data following KYC procedures to open accounts.
• Serves as interim Financial Advisor, recommending suitable investment products.
• Documents client interactions and opportunities in Salesforce.

Skills

Series 7 licenses

Series 66 licenses

Investment products knowledge

Sales experience

Client relationship building

Interpersonal skills

Effective communication

Team collaboration

Prospecting & networking

Tech literacy: MS Word/PowerPoint/Exce

Education

Bachelor's degree

High School Diploma / GED

Tools

Salesforce

Job description

Bank of America’s Merrill Wealth Management is seeking a Financial Advisor to work with high-net-worth clients, assessing objectives, building relationships, and delivering tailored investment recommendations. You will leverage Merrill’s investment insights with Bank of America's banking convenience, and support a culture that values collaboration and career development.

The role emphasizes using technology to drive growth, adhering to privacy and regulatory requirements, and proactively