Wealth Advisor - High-Net-Worth Clients

Bank of America Corporation; Los Angeles (CA); On-site; USD 90,000 - 140,000; Full time

Job summary

Bank of America Corporation's Merrill Wealth Management is seeking a Financial Advisor to engage high-net-worth clients, develop relationships, review investment goals, and prepare investment recommendations. The role focuses on leveraging technology to drive growth, profiling client objectives, and executing business development plans while ensuring privacy and regulatory compliance.

The position emphasizes in-office collaboration, a strong client-first approach, and the ability to work with a

Qualifications

• Hold Series 7 and 66 licenses (or 63/65 in lieu)
• Minimum 1 year in investments industry
• Minimum 1 year in financial services or sales
• Proven ability to engage and influence others
• Strong interpersonal and relationship-building skills
• Effective written and verbal communication
• Ability to listen, assess needs and recommend solutions
• Ability to work collaboratively in a team
• Goal/ results oriented with follow-through
• Entrepreneurial mindset with prospecting and networking

Responsibilities

• Handle inbound inquiries from leads regarding Merrill offerings
• Position Merrill and Bank of America capabilities to clients
• Collect client profile data following KYC procedures
• Serve as interim Financial Advisor with suitable investment recommendations
• Document client interactions and opportunities in Salesforce

Skills

Series 7

Series 66

Relationship building

Prospecting

Sales skills

Communication

Team collaboration

Financial guidance

Client objectives

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor's degree (finance or related, desired)

Tools

Salesforce

Microsoft Word

PowerPoint

Excel

Job description

Bank of America Corporation's Merrill Wealth Management is seeking a Financial Advisor to engage high-net-worth clients, develop relationships, review investment goals, and prepare investment recommendations. The role focuses on leveraging technology to drive growth, profiling client objectives, and executing business development plans while ensuring privacy and regulatory compliance.

The position emphasizes in-office collaboration, a strong client-first approach, and the ability to work with a