Wealth Advisor - High-Net-Worth Growth & Impact

Bank of America Corporation; Minneapolis (MN); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America Corporation’s Merrill Wealth Management is seeking an Advisor Development Program participant to work with high-net-worth clients, identify needs, and develop investment recommendations. You will leverage technology to support growth, profile clients for financial objectives, and drive business development initiatives while adhering to privacy and regulatory guidelines.

The role may include residential mortgage considerations with SAFE Act registration requirements.

Qualifications

• Currently holds Series 7 and 66 (or the equivalent 63 and 65 in lieu of 66) licenses.
• Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
• Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Proven ability to engage with and influence others.
• Exceptional interpersonal and relationship building skills with a proven ability to quickly build trust and credibility.
• Effective communication skills (written and verbal).
• Proven ability to listen and probe for clarity and understanding; assess needs; and recommend appropriate solutions/interventions.
• Proven ability to work collaboratively on a team and with key partners.
• Goal and results oriented with strong follow-through skills.
• Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking.
• Ability to work in an environment where the majority of your compensation is tied to your performance.
• Possesses computer/technical literacy and is proficient in Microsoft Word, PowerPoint, and Excel.

Responsibilities

• Handles inbound inquiries from leads regarding Merrill offering.
• Positions the extensive capabilities of Merrill and Bank of America.
• Collects the necessary client profile data, following standard KYC procedures to open accounts as appropriate.
• Serves as interim Financial Advisor, providing investment product recommendations based on objectives, resources, time horizon and risk profile.
• Documents all client interactions and opportunities within Salesforce accurately.

Skills

Business Acumen

Prospecting

Oral Communications

Analytical Thinking

Client Solutions Advisory

Trading

Emotional Intelligence

Education

Bachelor's degree

High School Diploma / GED

Tools

Microsoft Word

PowerPoint

Excel

Job description

Bank of America Corporation’s Merrill Wealth Management is seeking an Advisor Development Program participant to work with high-net-worth clients, identify needs, and develop investment recommendations. You will leverage technology to support growth, profile clients for financial objectives, and drive business development initiatives while adhering to privacy and regulatory guidelines.

The role may include residential mortgage considerations with SAFE Act registration requirements.