Wealth Advisor for High-Net-Worth Clients & Growth

Bank of America Corporation; Spartanburg (SC); On-site; USD 70,000 - 120,000; Full time

Job summary

Bank of America Corporation’s Merrill Wealth Management seeks a Financial Advisor/Wealth Management Client Associate to engage high‑net‑worth clients, build relationships and provide investment guidance within regulatory and privacy standards.

Role emphasizes prospecting, team collaboration, and using technology to drive growth, with on‑site expectations and potential mortgage loan components under SAFE Act rules.

Qualifications

• Minimum education includes a high school diploma or GED.
• Bachelor's degree or equivalent experience preferred for growth trajectory.
• Series 7 and 66 licenses (or 63/65 in lieu) are required.
• Experience in investments or financial services sales with proven results.
• Strong client relationship and communication skills are essential.

Responsibilities

• Handle inbound inquiries from leads regarding Merrill offerings.
• Position Merrill and Bank of America capabilities to clients.
• Collect client profile data following KYC procedures to open accounts.
• Serve as interim Financial Advisor and recommend suitable investments.
• Document client interactions and opportunities in Salesforce.

Skills

Business Acumen

Prospecting

Oral Communications

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

Microsoft Word

PowerPoint

Excel

Job description

Bank of America Corporation’s Merrill Wealth Management seeks a Financial Advisor/Wealth Management Client Associate to engage high‑net‑worth clients, build relationships and provide investment guidance within regulatory and privacy standards.

Role emphasizes prospecting, team collaboration, and using technology to drive growth, with on‑site expectations and potential mortgage loan components under SAFE Act rules.