Wealth Advisor for High-Net-Worth Clients | In-Office

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

Job summary

Merrill Wealth Management, part of Bank of America, seeks a Financial Advisor to work with high-net-worth clients, building relationships, identifying investment needs, and delivering tailored recommendations. The role emphasizes leveraging technology and collaborating with partners to grow client bases.

The position requires licensure (Series 7/66 or equivalents), strong communication skills, and the ability to manage multiple priorities in a fast-paced environment.

Qualifications

• Hold Series 7 and 66 licenses (or 63/65 in lieu)
• Minimum of one year in the investments industry
• Minimum of one year in financial services or sales with goals met
• Strong interpersonal and relationship-building skills
• Effective written and verbal communication skills
• Ability to listen, assess needs and propose solutions
• Experience documenting client interactions in CRM systems

Responsibilities

• Handle inbound inquiries from leads regarding Merrill offerings
• Position Merrill and Bank of America capabilities to clients
• Collect client profile data and perform KYC to open accounts
• Serve as interim Financial Advisor providing recommendations
• Document all client interactions in Salesforce accurately

Skills

Prospecting

Oral Communications

Interpersonal skills

Client relationships

Education

Bachelor's degree

High School Diploma

Tools

Microsoft Word

PowerPoint

Excel

Job description

Merrill Wealth Management, part of Bank of America, seeks a Financial Advisor to work with high-net-worth clients, building relationships, identifying investment needs, and delivering tailored recommendations. The role emphasizes leveraging technology and collaborating with partners to grow client bases.

The position requires licensure (Series 7/66 or equivalents), strong communication skills, and the ability to manage multiple priorities in a fast-paced environment.