Wealth Advisor for High-Net-Worth Clients (VA Market)

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

Benefits offered by this job

Formulaic incentive plan

Job summary

Bank of America Corporation operates Merrill Wealth Management and seeks a Wealth Management professional to engage high-net-worth clients, build trusted relationships, and drive investment strategies.

You will gather client data, explain investment options, and work with advisory teams to deliver tailored solutions while maintaining regulatory compliance and excellent client service.

Qualifications

• Currently holds Series 7 and 66 licenses or equivalent.
• Minimum of one year of experience in the investments industry.
• Experience in financial services sales or driven by goals.

Responsibilities

• Handle inbound inquiries from leads regarding Merrill offering and capabilities.
• Collect client profile data following KYC procedures to open accounts.
• Serve as interim Financial Advisor, recommending suitable investment products.
• Document all client interactions and opportunities in Salesforce.

Skills

Series 7

Series 66

Relationship building

Communication

Prospecting

Team collaboration

Salesforce

Microsoft Excel

Microsoft Word

PowerPoint

Education

High School Diploma

Bachelor’s degree

Tools

Salesforce

Microsoft Excel

Microsoft Word

PowerPoint

Job description

Bank of America Corporation operates Merrill Wealth Management and seeks a Wealth Management professional to engage high-net-worth clients, build trusted relationships, and drive investment strategies.

You will gather client data, explain investment options, and work with advisory teams to deliver tailored solutions while maintaining regulatory compliance and excellent client service.