Wealth Advisor – Greater Virginia Market

Bank of America Corporation; Charlottesville (VA); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America’s Merrill Wealth Management seeks a Financial Advisor/Client Associate to work with high-net-worth clients, identifying needs, building trusted relationships, and delivering investment guidance. You will profile clients, develop strategies, and collaborate with the advisory team to execute plans.

The role emphasizes licensing, regulatory compliance, and strong communication to drive growth in a dynamic, team-based environment.

Qualifications

• Bachelor's degree or higher in finance, economics, or related field.
• 1+ year in financial services or sales with goals achieved.
• Strong knowledge of investment products and services.

Responsibilities

• Identify client needs and develop relationships with high-net-worth individuals.
• Review investment goals and prepare suitable recommendations.
• Document interactions and opportunities in Salesforce.
• Support business development plans and growth initiatives.

Skills

Client relationship

Prospecting

Communication

Analytical thinking

Risk awareness

Team collaboration

Financial literacy

Networking

Interpersonal skills

Education

Bachelor's degree in Finance/Economics

Tools

Microsoft Word

PowerPoint

Excel

Job description

Bank of America’s Merrill Wealth Management seeks a Financial Advisor/Client Associate to work with high-net-worth clients, identifying needs, building trusted relationships, and delivering investment guidance. You will profile clients, develop strategies, and collaborate with the advisory team to execute plans.

The role emphasizes licensing, regulatory compliance, and strong communication to drive growth in a dynamic, team-based environment.