Wealth Advisor for High-Net-Worth Clients | Growth & Impact

Bank of America Corporation; Canton (OH); On-site; USD 90,000 - 130,000; Full time

Job summary

Merrill Wealth Management, part of Bank of America Corporation, seeks a Financial Advisor/Client Associate to engage high-net-worth clients, assess goals, and recommend investment strategies. You will leverage Merrill’s insights alongside Bank of America’s banking capabilities to grow client relationships.

The role emphasizes relationship-building, regulatory awareness, and collaborative teamwork, with practical licenses and a strong sales orientation. On-site position in Canton, OH.

Qualifications

• Licenses: Series 7 and 66 required (or 63/65 in lieu).
• Minimum 1 year in investments or financial services.
• 1 year in a sales environment with goals met or exceeded.
• Strong communication and relationship-building skills.
• Proven ability to prospect and convert clients.

Responsibilities

• Handle inbound inquiries and present Merrill offerings.
• Position Merrill and Bank of America capabilities to clients.
• Collect client data and complete KYC to open accounts.
• Serve as interim Financial Advisor, recommending suitable investments.
• Document client interactions in Salesforce accurately.

Skills

Communication

Relationship building

Prospecting

Team collaboration

Time management

Education

Bachelor’s degree

Tools

Salesforce

Microsoft Excel

PowerPoint

Word

Job description

Merrill Wealth Management, part of Bank of America Corporation, seeks a Financial Advisor/Client Associate to engage high-net-worth clients, assess goals, and recommend investment strategies. You will leverage Merrill’s insights alongside Bank of America’s banking capabilities to grow client relationships.

The role emphasizes relationship-building, regulatory awareness, and collaborative teamwork, with practical licenses and a strong sales orientation. On-site position in Canton, OH.