Wealth Advisor for High-Net-Worth Growth

Bank of America Corporation; Columbia (SC); On-site; USD 80,000 - 110,000; Full time

Job summary

Bank of America Corporation, Merrill Wealth Management, is seeking a Financial Advisor development candidate to build enduring client relationships with high-net-worth individuals and institutions. You will identify needs, profile clients, and prepare retirement, education, and investment plans while leveraging Merrill’s investment insights and Bank of America’s banking capabilities.

You will work onsite in the United States, with a focus on growth through prospecting, delivering tailored

Qualifications

• Currently holds Series 7 and 66 licenses (or equivalents 63/65)
• Minimum 1 year in investments industry or financial services sales
• Experience in a role meeting or exceeding sales goals
• Strong communication and interpersonal skills
• Ability to build trust and credibility quickly
• Proficient in Microsoft Office and basic tech tools

Responsibilities

• Handle inbound inquiries from Merrill clients and leads
• Highlight Merrill and Bank of America capabilities to clients
• Collect client profile data following KYC procedures
• Act as interim Financial Advisor with investment recommendations
• Document all client interactions in Salesforce accurately

Skills

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

Education

High School Diploma / GED

Bachelor’s degree

Tools

Microsoft Word

PowerPoint

Excel

Job description

Bank of America Corporation, Merrill Wealth Management, is seeking a Financial Advisor development candidate to build enduring client relationships with high-net-worth individuals and institutions. You will identify needs, profile clients, and prepare retirement, education, and investment plans while leveraging Merrill’s investment insights and Bank of America’s banking capabilities.

You will work onsite in the United States, with a focus on growth through prospecting, delivering tailored