Wealth Advisor for High-Net-Worth Clients

Bank of America Corporation; Upper Arlington (OH); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

In-office culture promoting engagement

Job summary

Bank of America Corporation’s Merrill Wealth Management team is seeking a Financial Advisor to engage high-net-worth clients, develop relationships, and translate goals into tailored investment strategies. You will leverage Merrill’s investments and banking insights to drive business growth, while ensuring regulatory compliance and client satisfaction.

The role emphasizes relationship-building, knowledge of investment products, and proactive prospecting within an in-office environment.

Qualifications

• Current Series 7 and 66 licenses (or 63/65 equivalents).
• Minimum one year in investments and financial services, or a sales environment meeting goals.
• Proven ability to engage, influence, and build trust with clients.
• Strong interpersonal, written, and verbal communication skills.
• Team player with proactive, results-driven attitude; able to prospect and source clients.

Responsibilities

• Handle inbound inquiries from Merrill leads regarding offerings.
• Present Merrill and Bank of America capabilities to clients and prospects.
• Gather client profile data and perform KYC to open accounts as appropriate.
• Serve as interim Financial Advisor, recommending suitable investment products and services.
• Document all client interactions and opportunities in Salesforce accurately.

Skills

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

Education

Bachelor's degree

High School Diploma / GED

Tools

Salesforce

Microsoft Word

PowerPoint

Excel

Job description

Bank of America Corporation’s Merrill Wealth Management team is seeking a Financial Advisor to engage high-net-worth clients, develop relationships, and translate goals into tailored investment strategies. You will leverage Merrill’s investments and banking insights to drive business growth, while ensuring regulatory compliance and client satisfaction.

The role emphasizes relationship-building, knowledge of investment products, and proactive prospecting within an in-office environment.