Wealth Advisor - High-Net-Worth Clients

Bank of America Corporation; West Des Moines (IA); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

Benefits eligible

Incentive plan

Job summary

Bank of America’s Merrill Wealth Management seeks an Advisor Development professional to service high-net-worth clients, identify needs, and build lasting relationships. You will use technology and a broad product suite to develop tailored investment strategies and guide clients toward their financial goals.

The role emphasizes collaboration with advisory teams, strict privacy controls, and a path to becoming a full Financial Advisor through the Advisor Development Program.

Qualifications

• Series 7 and Series 66 licenses or equivalents (63/65) required.
• Minimum of 1 year in investments or financial services or sales with goals met.
• Strong ability to engage and influence others; proven relationship-building skills.
• Excellent communication and listening skills; ability to assess client needs and recommend solutions.
• Proficient in MS Word, PowerPoint, and Excel; able to document and track client interactions.

Responsibilities

• Handle inbound inquiries from Merrill offering prospects and clients.
• Showcase Merrill and Bank of America capabilities to clients.
• Collect client profile data following KYC procedures to open accounts.
• Act as interim Financial Advisor, recommending suitable investment products.
• Document client interactions and opportunities in Salesforce accurately.

Skills

Series 7

Series 66

Sales experience

Interpersonal skills

Written & verbal communication

KYC

Client relationship

Microsoft Office

Networking/Prospecting

Team collaboration

Financial advisory knowledge

Problem solving

Education

Bachelor’s degree

High School Diploma / GED

Tools

Salesforce

Microsoft Word

PowerPoint

Excel

Job description

Bank of America’s Merrill Wealth Management seeks an Advisor Development professional to service high-net-worth clients, identify needs, and build lasting relationships. You will use technology and a broad product suite to develop tailored investment strategies and guide clients toward their financial goals.

The role emphasizes collaboration with advisory teams, strict privacy controls, and a path to becoming a full Financial Advisor through the Advisor Development Program.