Wealth Advisor: High-Impact Client Growth & Investments

Bank of America Corporation; Knoxville (TN); On-site; USD 80,000 - 115,000; Full time

Job summary

Bank of America Corporation’s Merrill Wealth Management team is seeking candidates for the Advisor Development Program. The role focuses on engaging high-net-worth clients, profiling financial objectives, and delivering investment recommendations while leveraging Merrill and Bank of America capabilities.

Successful candidates will have Series 7/66 licenses (or 63/65 in lieu), at least one year in investments or financial services sales, and strong communication and planning skills.

Qualifications

• Currently holds Series 7 and 66 licenses (or the equivalent 63 and 65 in lieu of 66)
• Minimum of one year of experience in the investments industry
• Minimum of one year of experience in the financial service industry and/or a sales environment with goals
• Proven ability to engage with and influence others
• Exceptional interpersonal and relationship building skills with a proven ability to quickly build trust and credibility
• Effective communication skills (written and verbal)
• Proven ability to listen and probe for clarity and understanding; assess needs; and recommend appropriate solutions/interventions
• Proven ability to work collaboratively on a team and with key partners
• Goal and results oriented with strong follow-through skills
• Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking
• Ability to work in an environment where majority of compensation is tied to performance
• Possesses computer/technical literacy and is proficient in Microsoft Word, PowerPoint, and Excel
• Bachelor's degree and/or one year of financial services industry or sales experience

Responsibilities

• Handles inbound inquiries from leads regarding Merrill offering
• Positions the extensive capabilities of Merrill and Bank of America
• Collects client profile data following standard KYC procedures to open accounts
• Serves as interim Financial Advisor, providing investment product recommendations
• Documents all client interactions and opportunities within Salesforce accurately

Skills

Interpersonal skills

Communication

Relationship building

Prospecting

Networking

Listening

Analytical thinking

Education

Bachelor's degree

Tools

Microsoft Word

PowerPoint

Excel

Job description

Bank of America Corporation’s Merrill Wealth Management team is seeking candidates for the Advisor Development Program. The role focuses on engaging high-net-worth clients, profiling financial objectives, and delivering investment recommendations while leveraging Merrill and Bank of America capabilities.

Successful candidates will have Series 7/66 licenses (or 63/65 in lieu), at least one year in investments or financial services sales, and strong communication and planning skills.