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

Bank of America Corporation; San Mateo (CA); Presencial; USD 90.000 - 150.000; Jornada completa

Descripción de la vacante

Bank of America’s Merrill Wealth Management seeks a Financial Advisor to manage relationships with high-net-worth clients, assess investment goals, and provide tailored investment recommendations. You will profile client needs, leverage technology to drive growth, and collaborate with a trusted advisory team dedicated to client success.

The role emphasizes delivering goal-based wealth planning, maintaining compliance with privacy and regulatory guidelines, and driving business development

Formación

• Series 7 and 66 licenses or the equivalent 63/65
• Experience in investments industry and investment products/services
• Experience in a financial services or sales environment with goals
• Strong interpersonal and relationship-building skills
• Excellent written and verbal communication abilities
• Ability to source clients through prospecting and networking

Responsabilidades

• Handle inbound inquiries from leads about Merrill offering
• Promote Merrill and Bank of America capabilities to clients and prospects
• Collect client profile data and perform KYC procedures to open accounts
• Serve as interim Financial Advisor, recommending suitable investments
• Document all client interactions in Salesforce accurately

Conocimientos

Business Acumen

Business Development

Oral Communications

Prospecting

Wealth Planning

Analytical Thinking

Client Experience Branding

Client Investments Management

Portfolio Analysis

Risk Management

Active Listening

Client Solutions Advisory

Emotional Intelligence

Referral Management

Trading

Educación

Bachelor’s degree

High School Diploma / GED

Descripción del empleo

Bank of America’s Merrill Wealth Management seeks a Financial Advisor to manage relationships with high-net-worth clients, assess investment goals, and provide tailored investment recommendations. You will profile client needs, leverage technology to drive growth, and collaborate with a trusted advisory team dedicated to client success.

The role emphasizes delivering goal-based wealth planning, maintaining compliance with privacy and regulatory guidelines, and driving business development