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

Jobtailor; Colorado; On-site; USD 80,000 - 150,000; Full time

Job summary

Bank of America is seeking a financial advisor to identify client needs, build relationships, and deliver comprehensive investment recommendations. You will collaborate with Merrill Advisor Teams to promote growth and develop a book of business, while sourcing clients through referrals and networking.

The role requires Series 7 & 66 licenses, a customer-focused approach, and the ability to meet performance goals. Proficiency with Salesforce and MS Office is expected.

Qualifications

• Bachelor’s degree or one year financial services/sales experience.
• Currently holds Series 7 & 66 licenses (63 & 65 in lieu of 66).
• Minimum one year experience in the financial services industry or sales with goals.
• Proven ability to engage with and influence others.
• Excellent interpersonal and relationship building skills.

Responsibilities

• Identify client needs and deliver comprehensive recommendations.
• Collaborate with Merrill Advisor Teams to promote portfolio growth.
• Develop a book of business to meet performance hurdles.
• Source prospective clients and referrals to execute customized solutions.
• Document client interactions and opportunities in Salesforce.
• Collaborate with core banking and investment partners for financial solutions.

Skills

Relationship building

Communication

Prospecting

Team collaboration

Entrepreneurial mindset

Education

Bachelor’s degree

Tools

MS Word

MS PowerPoint

MS Excel

Job description

Bank of America is seeking a financial advisor to identify client needs, build relationships, and deliver comprehensive investment recommendations. You will collaborate with Merrill Advisor Teams to promote growth and develop a book of business, while sourcing clients through referrals and networking.

The role requires Series 7 & 66 licenses, a customer-focused approach, and the ability to meet performance goals. Proficiency with Salesforce and MS Office is expected.