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

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

Benefits offered by this job

Industry-leading benefits

Job summary

Merrill Wealth Management, part of Bank of America, seeks a Financial Advisor or Client Associate to build relationships with high-net-worth clients, identify needs, review goals, and prepare investment recommendations. You'll leverage Merrill's capabilities and banking integration to support client success.

The role emphasizes collaboration, regulatory awareness, and effective use of technology to grow the business while delivering exceptional client service.

Qualifications

• Currently holds Series 7 and 66 (or the equivalent 63 and 65 in lieu of 66) licenses.
• Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
• Minimum of one year of experience in financial services or a sales environment where goals were met or exceeded.
• Proven ability to engage with and influence others.
• Exceptional interpersonal and relationship-building skills with a proven ability to quickly build trust and credibility.
• Effective communication skills (written and verbal).
• Proven ability to listen and probe for clarity and understanding; assess needs; and recommend appropriate solutions/interventions.
• Proven ability to work collaboratively on a team and with key partners.
• Goal and results oriented with strong follow-through skills.
• Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking.
• Ability to work in an environment where compensation is tied to performance.
• Proficiency in Microsoft Word, PowerPoint, Excel.

Responsibilities

• Handle inbound inquiries from leads regarding Merrill offering.
• Position Merrill and Bank of America's extensive capabilities.
• Collect client profile data following KYC procedures to open accounts.
• Serve as interim Financial Advisor, recommending suitable investment products.
• Document all client interactions and opportunities in Salesforce.

Skills

Series 7 license

Series 66 license

Client relationship building

KYC procedures

Sales/prospecting

Excellent communication

Team collaboration

MS Word/PowerPoint/Excel

Education

Bachelor's degree in finance or related field

Tools

Microsoft Word

PowerPoint

Excel

Job description

Merrill Wealth Management, part of Bank of America, seeks a Financial Advisor or Client Associate to build relationships with high-net-worth clients, identify needs, review goals, and prepare investment recommendations. You'll leverage Merrill's capabilities and banking integration to support client success.

The role emphasizes collaboration, regulatory awareness, and effective use of technology to grow the business while delivering exceptional client service.