Wealth Advisor – High-Net-Worth Focus

Bank of America Corporation; San Francisco (CA); On-site; USD 80,000 - 90,000; Full time

Job summary

Bank of America Corporation's Merrill Wealth Management is seeking a Financial Advisor to work with high-net-worth clients, identifying needs, reviewing investment goals, and preparing investment recommendations. In this role you will leverage Merrill's investment insights alongside Bank of America's banking conveniences, engage clients, maintain strong relationships, and collaborate across teams to drive business growth.

Office-based with opportunities for flexibility based on role.

Qualifications

• Current Series 7 and 66 (or the equivalent 63 and 65 in lieu of 66) licenses.
• Minimum 1 year of experience in the investments industry.
• Minimum 1 year of experience in financial services or a sales environment with goals.
• Proven ability to engage with and influence others.
• Exceptional interpersonal and relationship-building skills.
• Effective written and verbal communication skills.
• Proven ability to listen and probe for clarity and understanding; assess needs; and recommend solutions.
• Proven ability to work collaboratively on a team and with key partners.
• Goal and results oriented with strong follow-through skills.
• Entrepreneurial mindset with the ability to source clients through prospecting and networking.
• Ability to work in an environment where compensation is performance-based.
• Proficient in Microsoft Word, PowerPoint, and Excel.

Responsibilities

• Handles inbound inquiries regarding Merrill offerings.
• 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 recommendations.
• Documents all client interactions and opportunities within Salesforce accurately.

Skills

Series 7 licenses

Series 66 licenses

Relationship building

Communication skills

Team collaboration

MS Office proficiency

Education

Bachelor’s degree

High School Diploma / GED

Tools

Salesforce

MS Excel

MS Word

MS PowerPoint

Job description

Bank of America Corporation's Merrill Wealth Management is seeking a Financial Advisor to work with high-net-worth clients, identifying needs, reviewing investment goals, and preparing investment recommendations. In this role you will leverage Merrill's investment insights alongside Bank of America's banking conveniences, engage clients, maintain strong relationships, and collaborate across teams to drive business growth.

Office-based with opportunities for flexibility based on role.