Wealth Advisor for High-Net-Worth Planning

Bank of America Corporation; Napa (CA); On-site; USD 80,000 - 140,000; Full time

Job summary

Bank of America, through Merrill Wealth Management, seeks an experienced Financial Advisor assisting high-net-worth clients with investment planning, goals-based wealth management, and relationship building.

You will leverage technology and the Bank's resources to develop relationships, identify needs, review goals, and provide suitable investment recommendations, while adhering to privacy and regulatory guidelines.

Qualifications

• Candidates must hold Series 7 and 66 licenses (or 63/65 in lieu of 66).
• Minimum of 1 year of investments industry experience, with knowledge of investment products and services.
• Minimum 1 year in financial services or sales with proven goal attainment.
• Proven ability to engage with and influence others; strong relationship-building skills.
• Excellent written and verbal communication; ability to listen and assess needs.
• Proven ability to collaborate on a team and work with partners; results-focused.

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 as appropriate.
• Serve as interim Financial Advisor, recommending suitable investment products and services.
• Document all client interactions and opportunities in Salesforce.

Skills

Business Acumen

Business Development

Oral Communications

Prospecting

Wealth Planning

Analytical Thinking

Client Investments Management

Portfolio Analysis

Risk Management

Active Listening

Client Solutions Advisory

Emotional Intelligence

Referral Management

Trading

Education

Bachelor's degree

High School Diploma / GED / Secondary School or equivalent

Tools

Microsoft Word

PowerPoint

Excel

Job description

Bank of America, through Merrill Wealth Management, seeks an experienced Financial Advisor assisting high-net-worth clients with investment planning, goals-based wealth management, and relationship building.

You will leverage technology and the Bank's resources to develop relationships, identify needs, review goals, and provide suitable investment recommendations, while adhering to privacy and regulatory guidelines.