Wealth Advisor for High-Net-Worth in Northern VA

Bank of America Corporation; Reston (VA); On-site; USD 80,000 - 120,000; Full time

Job summary

Bank of America’s Merrill Wealth Management seeks a Financial Advisor to serve high-net-worth clients, identify needs, and build enduring advisory relationships. You will leverage Merrill’s investment insights with Bank of America banking conveniences to deliver tailored solutions.

The role emphasizes prospecting, client servicing, and collaboration with partners to achieve growth while maintaining regulatory compliance and exceptional client experiences.

Qualifications

• Bachelor’s degree and/or one year of financial services or sales experience.
• Series 7 and 66 licenses (or 63/65 in lieu of 66) preferred.
• Strong interpersonal and relationship-building skills.

Responsibilities

• Handle inbound inquiries from leads regarding Merrill offerings.
• Promote Merrill and Bank of America's extensive capabilities.
• Gather client profile data and perform standard KYC to open accounts.
• Provide investment recommendations based on client objectives and risk tolerance.
• Document all client interactions in Salesforce.
• Support business development initiatives and client service.

Skills

Client relationship building

Prospecting

Communication (written and verbal)

Team collaboration

Financial products knowledge

KYC procedures

CRM use (Salesforce)

Financial literacy with MS Office

Education

Bachelor’s degree

High School Diploma / GED

Tools

Salesforce

Microsoft Word

PowerPoint

Excel

Job description

Bank of America’s Merrill Wealth Management seeks a Financial Advisor to serve high-net-worth clients, identify needs, and build enduring advisory relationships. You will leverage Merrill’s investment insights with Bank of America banking conveniences to deliver tailored solutions.

The role emphasizes prospecting, client servicing, and collaboration with partners to achieve growth while maintaining regulatory compliance and exceptional client experiences.