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

Bank of America Corporation; Rome (GA); Hybrid; USD 60,000 - 100,000; Full time

Job summary

Bank of America’s Merrill Wealth Management is seeking a Financial Advisor Development Program participant to serve high-net-worth clients, identify needs, and build relationships. Requires Series 7 and 66 licenses (or 63/65), and at least one year in investments or financial services/sales; strong interpersonal skills; proficient in MS Word, PowerPoint, Excel; Salesforce experience preferred.

Internal candidates eligible to apply; role may require onsite work in the US.

Qualifications

• Requires Series 7 and 66 licenses (or 63/65 in lieu)
• Minimum 1 year in investments or financial services/sales
• Proven ability to engage with and influence others
• Excellent written and verbal communication skills

Responsibilities

• Handle inbound inquiries from leads regarding Merrill offerings
• Position Merrill/Bank of America capabilities to clients and prospects
• Collect client profile data following KYC procedures to open accounts
• Act as interim Financial Advisor, recommending suitable investment products
• Document all client interactions in Salesforce accurately

Skills

KYC & client profiling

Relationship building

Sales & prospecting

Communication

Interpersonal skills

Executive level service

Education

Bachelor’s degree

Tools

Salesforce

Excel

PowerPoint

Word

Job description

Bank of America’s Merrill Wealth Management is seeking a Financial Advisor Development Program participant to serve high-net-worth clients, identify needs, and build relationships. Requires Series 7 and 66 licenses (or 63/65), and at least one year in investments or financial services/sales; strong interpersonal skills; proficient in MS Word, PowerPoint, Excel; Salesforce experience preferred.

Internal candidates eligible to apply; role may require onsite work in the US.