Wealth Advisor for High-Net-Worth Clients - Northern VA

13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc; Vienna (VA); On-site; USD 80,000 - 90,000; Full time

Job summary

Bank of America Merrill Wealth Management is seeking a Financial Advisor associate to support high-net-worth clients, develop trusted relationships, and provide guidance on investment products. The role emphasizes in-office collaboration, adherence to privacy and regulatory standards, and proactive client engagement.

Qualified candidates will hold required licenses and have 1+ year experience in investments or financial services, with proven prospecting ability and strong communication skills.

Qualifications

• Must hold Series 7 and 66 licenses (or 63/65 in lieu).
• Minimum one year in investments or financial services; sales experience acceptable.
• Strong communication and relationship-building skills.
• Ability to prospect and network to source clients.
• Proficiency with Salesforce and MS Office.

Responsibilities

• Handle inbound inquiries about Merrill offerings.
• Open client accounts following KYC procedures.
• Act as interim Financial Advisor providing suitable investment recommendations.
• Document client interactions in Salesforce.
• Support business development plans and client servicing.

Skills

Series 7

Series 66

KYC procedures

Client relationship

Sales experience

Education

Bachelor's degree in finance or related field

High School Diploma / GED

Tools

Salesforce

Microsoft Excel

PowerPoint

MS Word

Job description

Bank of America Merrill Wealth Management is seeking a Financial Advisor associate to support high-net-worth clients, develop trusted relationships, and provide guidance on investment products. The role emphasizes in-office collaboration, adherence to privacy and regulatory standards, and proactive client engagement.

Qualified candidates will hold required licenses and have 1+ year experience in investments or financial services, with proven prospecting ability and strong communication skills.