Wealth Advisor: High-Net-Worth Growth & Impact

Bank of America Corporation; Louisville (KY); On-site; USD 70,000 - 110,000; Full time

Job summary

Bank of America Corporation through Merrill Wealth Management seeks a Financial Advisor candidate to work with high-net-worth clients, identifying needs and delivering investment guidance. The role emphasizes relationship-building, data collection, and compliant client service, with a performance-based compensation element.

Responsibilities include leveraging Merrill and Bank of America capabilities, maintaining KYC standards, and guiding clients on investment products while documenting

Qualifications

• Requires Series 7 and 66 (or 63/65 substitution) licenses and investment knowledge.
• Minimum one year of experience in investments and financial services or sales with targets met.
• Strong interpersonal skills and ability to build trust quickly.
• Proficient communication, both written and verbal, and teamwork.

Responsibilities

• Handle inbound inquiries and position Merrill/Bank of America capabilities.
• Collect client data and perform KYC procedures to open accounts.
• Act as interim Financial Advisor, recommending suitable investment products.
• Document client interactions in Salesforce accurately.
• Support with business development plans and privacy/regulatory guidance knowledge.

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

High School Diploma / GED / Secondary School or equivalent

Tools

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

Bank of America Corporation through Merrill Wealth Management seeks a Financial Advisor candidate to work with high-net-worth clients, identifying needs and delivering investment guidance. The role emphasizes relationship-building, data collection, and compliant client service, with a performance-based compensation element.

Responsibilities include leveraging Merrill and Bank of America capabilities, maintaining KYC standards, and guiding clients on investment products while documenting