Wealth Advisor for High-Net-Worth Growth

Bank of America Corporation; Las Vegas (NV); On-site; USD 80,000 - 90,000; Full time

Job summary

Bank of America Corporation’s Merrill Wealth Management unit seeks an Advisor Development Program participant to build relationships with high-net-worth clients, assess investment goals, and deliver recommendations. You’ll drive growth through technology, profiling, and collaboration with partners, while adhering to privacy and regulatory guidelines.

The role requires FINRA licenses, at least one year in investments or financial services, strong communication, and an entrepreneurial drive to

Qualifications

• Currently holds Series 7 and 66 licenses (or the equivalent 63 and 65)
• Minimum of one year of experience in the investments industry
• Minimum of one year in financial services or a sales environment with targets
• Proven ability to engage with and influence others
• Excellent interpersonal and relationship-building skills
• Effective written and verbal communication
• Proven ability to listen and probe for clarity and understanding; assess needs; and recommend solutions
• Proven ability to work collaboratively on a team and with key partners
• Goal- and results-oriented with strong follow-through skills
• Entrepreneurial mindset with a proven ability to source clients through prospecting and networking

Responsibilities

• Handles inbound inquiries from Merrill offering
• Positions the extensive capabilities of Merrill and Bank of America
• Collects client profile data following KYC procedures to open accounts
• Serves as interim Financial Advisor, recommending suitable investment products
• Documents all client interactions in Salesforce accurately

Skills

Series 7/66 licenses

Investment experience

Sales experience

Interpersonal skills

Communication

Active listening

Team collaboration

Goal oriented

Entrepreneurial mindset

MS Office

Education

High School Diploma

Bachelor’s degree

Job description

Bank of America Corporation’s Merrill Wealth Management unit seeks an Advisor Development Program participant to build relationships with high-net-worth clients, assess investment goals, and deliver recommendations. You’ll drive growth through technology, profiling, and collaboration with partners, while adhering to privacy and regulatory guidelines.

The role requires FINRA licenses, at least one year in investments or financial services, strong communication, and an entrepreneurial drive to