Wealth Advisor — High‑Net‑Worth Client Growth

Bank of America Corporation; Cedar Rapids (IA); Presencial; USD 65.000 - 95.000; Jornada completa

Descripción de la vacante

Bank of America Corporation's Merrill Wealth Management seeks a Financial Advisor to serve high-net-worth clients, building relationships, assessing goals, and delivering investment guidance.

The role leverages Merrill and Bank of America capabilities, adheres to KYC processes, and collaborates with cross-functional partners. This is an on-site position with the Advisor Development Program and potential mortgage-related compliance requirements.

Formación

• Currently holds Series 7 and 66 licenses (or 63/65 in lieu).
• Minimum of one year in investments industry with product knowledge.
• Minimum of one year in financial services or sales with goals met.
• Proven ability to engage and influence others.
• Excellent interpersonal and relationship-building skills.

Responsabilidades

• Handles inbound inquiries from leads regarding Merrill offering.
• Positions the extensive capabilities of Merrill and Bank of America.
• Collects the necessary client profile data, following standard KYC procedures to open accounts.
• Serves as interim Financial Advisor, recommending suitable investment products and services.
• Documents all client interactions and opportunities in Salesforce accurately.

Conocimientos

Business Acumen

Prospecting

Wealth Planning

Analytical Thinking

Portfolio Analysis

Risk Management

Trading

Client Experience Branding

Client Investments Management

Emotional Intelligence

Active Listening

Educación

High School Diploma / GED

Descripción del empleo

Bank of America Corporation's Merrill Wealth Management seeks a Financial Advisor to serve high-net-worth clients, building relationships, assessing goals, and delivering investment guidance.

The role leverages Merrill and Bank of America capabilities, adheres to KYC processes, and collaborates with cross-functional partners. This is an on-site position with the Advisor Development Program and potential mortgage-related compliance requirements.