Wealth Advisor — High-Net-Worth Clients

Bank of America Corporation; Seattle (WA); On-site; USD 90,000 - 160,000; Full time

Job summary

Bank of America Corporation's Merrill Wealth Management division seeks a Financial Advisor to work with high-net-worth clients, developing relationships, reviewing goals, and proposing investment recommendations. This role emphasizes trusted advisory service and thorough client profiling.

The position requires securities licenses (Series 7/66 or equivalents), strong communication, and the ability to thrive in a performance-driven environment.

Qualifications

• Current active Series 7 and 66 licenses (or equivalent 63/65).
• Minimum of one year in investments and financial services or sales.
• Proven ability to engage, influence, and build trust with clients.
• Strong written and verbal communication skills.
• Able to prospect and manage multiple priorities in a dynamic environment.
• Proficiency with Microsoft Word, PowerPoint and Excel.

Responsibilities

• Handle inbound inquiries from leads regarding Merrill offerings.
• Position Merrill and Bank of America capabilities to clients.
• Collect client profile data following KYC to open accounts.
• Serve as interim Financial Advisor; recommend suitable investments.
• Document client interactions and opportunities in Salesforce.

Skills

Business Acumen

Business Development

Oral Communications

Prospecting

Wealth Planning

Analytical Thinking

Client Experience Branding

Client Investments Management

Portfolio Analysis

Risk Management

Active Listening

Client Solutions Advisory

Emotional Intelligence

Referral Management

Trading

Education

Bachelor's degree

High School Diploma / GED

Tools

Microsoft Word

PowerPoint

Excel

Job description

Bank of America Corporation's Merrill Wealth Management division seeks a Financial Advisor to work with high-net-worth clients, developing relationships, reviewing goals, and proposing investment recommendations. This role emphasizes trusted advisory service and thorough client profiling.

The position requires securities licenses (Series 7/66 or equivalents), strong communication, and the ability to thrive in a performance-driven environment.