Wealth Advisor for High-Value Clients

Bank of America; Los Angeles (CA); On-site; USD 80,000 - 90,000; Full time

Job summary

Bank of America Merrill Advisor Development Program seeks a candidate to work with high-net-worth clients, identifying needs, developing relationships, and proposing tailored investment recommendations. You will leverage technology to grow the book of business and collaborate with internal specialists to meet client objectives.

The role emphasizes obtaining licensing, building trust, and driving client-focused plans, with structured in-office training and clear performance expectations to

Qualifications

• Required: Series 7 and 66 licenses or equivalent (63/65)
• Minimum 1 year in investments industry with product knowledge
• Minimum 1 year in financial services or sales with target attainment
• Proven ability to engage, influence, and build trust with clients
• Strong interpersonal and written/verbal communication skills
• Ability to work with teammates and partners to serve clients

Responsibilities

• Handle inbound inquiries regarding Merrill offerings
• Position Merrill/Bank of America capabilities to clients
• Collect client data following KYC to open accounts
• Provide investment recommendations aligned to objectives and risk tolerance
• Document client interactions in Salesforce accurately

Skills

Client relationships

Prospecting

Wealth planning

Communication

Analytical thinking

Portfolio analysis

Risk management

Trading

Client experience branding

Emotional intelligence

Referral management

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor’s degree in Finance / Economics or related field

Tools

Microsoft Word

PowerPoint

Excel

Job description

Bank of America Merrill Advisor Development Program seeks a candidate to work with high-net-worth clients, identifying needs, developing relationships, and proposing tailored investment recommendations. You will leverage technology to grow the book of business and collaborate with internal specialists to meet client objectives.

The role emphasizes obtaining licensing, building trust, and driving client-focused plans, with structured in-office training and clear performance expectations to