Wealth Advisor – Goals-Based Planning & Growth

Bank of America; Manchester (NH); On-site; USD 48,000 - 100,000; Full time

Job summary

Bank of America Merrill Wealth Management seeks a Financial Advisor to deliver goals-based wealth planning and investment guidance to individuals and businesses. The role emphasizes building a durable client base, managing client portfolios, and partnering with the Bank of America Merrill platform to meet client needs.

Required FINRA licenses (7 & 66 or 63/65), a minimum of $1M in production, and proven referral-driven growth.

Qualifications

• FINRA registrations required with 5+ years' experience.
• Minimum of $1MM in production.
• Experience managing client portfolios and driving growth.
• Proven relationship-building and business development skills.

Responsibilities

• Deliver comprehensive wealth planning and investment guidance to clients.
• Maintain up-to-date knowledge of planning tools and strategies.
• Establish relationships with management and obtain supervisory approval per policy.
• Source prospective clients and capitalize on referrals.
• Provide customized solutions using Bank of America Merrill resources.
• Develop and grow a successful advisory practice.

Skills

Series 7 & 66

Portfolio management

Relationship building

Business development

Education

Bachelor's degree

CFP designation

CRPC designation

Job description

Bank of America Merrill Wealth Management seeks a Financial Advisor to deliver goals-based wealth planning and investment guidance to individuals and businesses. The role emphasizes building a durable client base, managing client portfolios, and partnering with the Bank of America Merrill platform to meet client needs.

Required FINRA licenses (7 & 66 or 63/65), a minimum of $1M in production, and proven referral-driven growth.