Wealth Advisor for High-Net-Worth Clients

Bank of America Corporation; Wayzata (MN); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

Benefits eligible

Incentive plan

Job summary

Bank of America Corporation offers an Advisor Development Program designed to transition driven individuals into a Financial Advisor role for high-net-worth clients. The program focuses on needs assessment, relationship building, and investment guidance within Merrill Wealth Management.

Developing professionals will leverage technology and mentorship to drive client growth, while adhering to privacy and regulatory guidelines.

Qualifications

• Must hold Series 7 and 66 licenses (or the equivalent 63 and 65).
• Minimum of one year of experience in the investments industry or financial services sales.
• Proven ability to engage with and influence others.
• Strong interpersonal and relationship-building skills with proven trust and credibility.
• Proficient in Microsoft Word, PowerPoint, and Excel; comfort with CRM systems.

Responsibilities

• Handle inbound inquiries and gather client profile data following KYC procedures.
• Serve as interim Financial Advisor, recommending investment products suitable for prospects and clients.
• Document all client interactions and opportunities in Salesforce.
• Support the execution of business development plans and growth initiatives.

Skills

Business Acumen

Prospecting

Oral Communications

Client Experience

Education

Bachelor's degree

High School Diploma

Tools

Salesforce

Microsoft Excel

Job description

Bank of America Corporation offers an Advisor Development Program designed to transition driven individuals into a Financial Advisor role for high-net-worth clients. The program focuses on needs assessment, relationship building, and investment guidance within Merrill Wealth Management.

Developing professionals will leverage technology and mentorship to drive client growth, while adhering to privacy and regulatory guidelines.