Wealth Advisor for High-Net-Worth Clients

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

Benefits offered by this job

Benefits eligible

Incentive plan

Job summary

Bank of America Corporation's Merrill Wealth Management team is seeking a Wealth Advisor to engage high-net-worth clients, identify financial goals, and develop tailored investment recommendations. The role emphasizes leveraging Merrill’s investment insights with banking convenience and maintaining strong client relationships.

The position requires Series 7 and 66 (or 63 and 65), a minimum of one year in investments, and a results-driven, collaborative mindset.

Qualifications

• High School Diploma or GED is required.
• Bachelor’s degree is preferred or considered as desired.
• Experience in investments or financial services with ability to meet sales goals.

Responsibilities

• Handles inbound inquiries from leads regarding Merrill offerings.
• Positions the extensive capabilities of Merrill and Bank of America.
• Collects the necessary client profile data, following standard KYC procedures to open account(s) as appropriate.
• Serves as interim Financial Advisor, providing recommendations based on client objectives and risk profile.
• Documents all client interactions and opportunities within Salesforce accurately.

Skills

Business Acumen

Business Development

Oral Communications

Prospecting

Wealth Planning

Analytical Thinking

Client Experience Branding

Client Investments Management

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor’s degree

Tools

Microsoft Word

PowerPoint

Excel

Job description

Bank of America Corporation's Merrill Wealth Management team is seeking a Wealth Advisor to engage high-net-worth clients, identify financial goals, and develop tailored investment recommendations. The role emphasizes leveraging Merrill’s investment insights with banking convenience and maintaining strong client relationships.

The position requires Series 7 and 66 (or 63 and 65), a minimum of one year in investments, and a results-driven, collaborative mindset.