Wealth Advisor for High-Net-Worth Clients (In-Office)

Bank of America Corporation; Taylorsville (PA); On-site; USD 60,000 - 90,000; Full time

Job summary

Merrill Wealth Management, part of Bank of America Corporation, seeks a Financial Advisor/Client Associate to serve high-net-worth clients, assess investment goals, and deliver tailored recommendations. You will leverage Merrill and Bank of America capabilities to grow relationships while adhering to privacy and regulatory requirements.

Responsibilities include handling inbound inquiries, gathering client data, maintaining CRM records, and collaborating with partners to drive growth.

Qualifications

• Bachelor's degree or higher preferred; high school diploma acceptable per listing.
• Series 7 and 66 licenses or equivalents required.
• Minimum 1 year in investments or financial services sales with target attainment.
• Strong communication, listening, and relationship-building skills.

Responsibilities

• Handle inbound inquiries and promote Merrill and Bank of America capabilities.
• Open client profiles following KYC and compliance processes.
• Act as interim Financial Advisor, recommending suitable investments.
• Document all client interactions in Salesforce.
• Support business development initiatives and client growth strategies.

Skills

Client relationships

Communication

Listening & probing

Entrepreneurial mindset

Team collaboration

Prospecting

Goal orientation

Interpersonal skills

Education

Bachelor's degree

High School Diploma / GED

Tools

Microsoft Word

PowerPoint

Excel

Job description

Merrill Wealth Management, part of Bank of America Corporation, seeks a Financial Advisor/Client Associate to serve high-net-worth clients, assess investment goals, and deliver tailored recommendations. You will leverage Merrill and Bank of America capabilities to grow relationships while adhering to privacy and regulatory requirements.

Responsibilities include handling inbound inquiries, gathering client data, maintaining CRM records, and collaborating with partners to drive growth.