Wealth Advisor for High-Net-Worth Clients

Bank of America Corporation; Spartanburg (SC); Presencial; USD 85.000 - 130.000; Jornada completa

Descripción de la vacante

Bank of America Corporation’s Merrill Wealth Management is seeking a Financial Advisor Development Program participant to work with high-net-worth clients, identify needs, and develop relationships. You will review investment goals, prepare recommendations, and leverage technology to drive growth while maintaining privacy and regulatory compliance.

The role may involve residential mortgage responsibilities with SAFE Act registration requirements, and is based in an on-site office with a 40-hour

Formación

• Currently holds Series 7 and 66 licenses (or 63/65 in lieu).
• Minimum of one year in the investments industry with product knowledge.
• Minimum one year in financial services or a sales environment with goals met.
• Proven ability to engage with and influence others and build trust.
• Strong interpersonal, written and verbal communication skills.
• Ability to listen, assess needs, and propose solutions; team oriented.

Responsabilidades

• Handle inbound inquiries from Merrill offering leads.
• Position Merrill and Bank of America capabilities to clients.
• Collect client profile data and open accounts following KYC.
• Serve as interim Financial Advisor, recommending suitable investments.
• Document client interactions in Salesforce accurately.

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

Bachelor's degree

High School Diploma / GED

Herramientas

Microsoft Word

PowerPoint

Excel

Descripción del empleo

Bank of America Corporation’s Merrill Wealth Management is seeking a Financial Advisor Development Program participant to work with high-net-worth clients, identify needs, and develop relationships. You will review investment goals, prepare recommendations, and leverage technology to drive growth while maintaining privacy and regulatory compliance.

The role may involve residential mortgage responsibilities with SAFE Act registration requirements, and is based in an on-site office with a 40-hour