Wealth Advisor for High-Net-Worth Clients

Bank of America Corporation; Swansea (IL); In loco; USD 80.000 - 90.000; Tempo pieno

Descrizione del lavoro

Bank of America Corporation through Merrill Wealth Management seeks a Financial Advisor who engages high-net-worth clients, identifies needs, and develops relationships. You will review investment goals, prepare recommendations, and leverage technology to drive growth while maintaining regulatory compliance.

The role emphasizes a strong client focus, collaboration with advisory teams, and performance-based compensation. A relevant degree and licenses are required, with onsite work in the U.S.

Competenze

• Bachelor's degree or higher in a related field or equivalent experience.
• Experience in investments industry and sales environment with goals met/exceeded.
• Licenses: Series 7 and 66 (or 63/65 in lieu).
• Proven ability to engage with and influence others.
• Strong interpersonal relationships and credibility building.

Mansioni

• Handle inbound inquiries from leads regarding Merrill offering.
• Position the capabilities of Merrill and Bank of America.
• Collect client profile data following KYC procedures to open accounts as appropriate.
• Serve as interim Financial Advisor, recommending suitable investment products and services.
• Document all client interactions and opportunities in Salesforce.

Conoscenze

Client relationship building

Communication skills

Prospecting

Team collaboration

Sales orientation

Technical literacy

Formazione

Bachelor's degree

Strumenti

Salesforce

Microsoft Word

Excel

PowerPoint

Descrizione del lavoro

Bank of America Corporation through Merrill Wealth Management seeks a Financial Advisor who engages high-net-worth clients, identifies needs, and develops relationships. You will review investment goals, prepare recommendations, and leverage technology to drive growth while maintaining regulatory compliance.

The role emphasizes a strong client focus, collaboration with advisory teams, and performance-based compensation. A relevant degree and licenses are required, with onsite work in the U.S.