Wealth Advisor for High-Net-Worth Growth

Bank of America Corporation; Bellevue (WA); On-site; USD 90,000 - 150,000; Full time

Job summary

Bank of America Corporation’s Merrill Wealth Management is seeking an Advisor Development Program participant to engage high-net-worth clients, identify needs, review goals, and prepare tailored investment recommendations. You will leverage Merrill’s capabilities and regulatory guidelines to support clients and prospects.

Training focuses on a proactive, performance-driven environment. The role emphasizes relationship-building, a strong knowledge of investment products, and the ability to drive

Qualifications

• Licensed professionals with Series 7 and 66 or equivalent
• 1+ years in investments or financial services sales
• Proven ability to build trust and relationships with clients
• Strong communication, listening and consultative skills
• Proficient in MS Office and CRM tools
• Bachelor's degree or higher preferred

Responsibilities

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

Skills

Series 7 & 66 licenses

Investment products knowledge

Sales experience

Interpersonal skills

Communication skills

Microsoft Office (Word/PowerPoint/Exce

Education

Bachelor's degree

Tools

Salesforce

CRM systems

Excel

Job description

Bank of America Corporation’s Merrill Wealth Management is seeking an Advisor Development Program participant to engage high-net-worth clients, identify needs, review goals, and prepare tailored investment recommendations. You will leverage Merrill’s capabilities and regulatory guidelines to support clients and prospects.

Training focuses on a proactive, performance-driven environment. The role emphasizes relationship-building, a strong knowledge of investment products, and the ability to drive