Wealth Advisor: High-Net-Worth Growth & Impact

Bank of America Corporation; York (York County); On-site; USD 65,000 - 110,000; Full time

Job summary

Bank of America’s Merrill Wealth Management is seeking a Financial Advisor to work with high-net-worth clients, develop relationships, and tailor investment plans. You will use Merrill’s resources and Salesforce to manage client data and opportunities.

The role requires licenses (Series 7 and 66 or equivalents), a minimum of one year in investments or financial services, a bachelor’s degree, and strong communication and relationship-building skills. On-site role with US market coverage.

Qualifications

• Minimum of one year of experience in the investments industry.
• Series 7 and 66 licenses required (or equivalents).
• Minimum of one year of experience in financial services or sales with targets.
• Excellent interpersonal and relationship-building skills.

Responsibilities

• Identify needs and build relationships with high-net-worth clients.
• Develop investment goals and prepare suitable recommendations.
• Document client interactions and opportunities in Salesforce.
• Assist with business development initiatives and client follow-ups.

Skills

Business Acumen

Business Development

Oral Communications

Prospecting

Wealth Planning

Analytical Thinking

Client Experience Branding

Client Investments Management

Portfolio Analysis

Risk Management

Active Listening

Referral Management

Trading

Education

Bachelor's degree

High School Diploma

Tools

Salesforce

Microsoft Word

PowerPoint

Excel

Job description

Bank of America’s Merrill Wealth Management is seeking a Financial Advisor to work with high-net-worth clients, develop relationships, and tailor investment plans. You will use Merrill’s resources and Salesforce to manage client data and opportunities.

The role requires licenses (Series 7 and 66 or equivalents), a minimum of one year in investments or financial services, a bachelor’s degree, and strong communication and relationship-building skills. On-site role with US market coverage.