Wealth Advisor (High-Net-Worth) Growth & Planning

Bank of America Corporation; McKinney (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

Bank of America Merrill Wealth Management is seeking a motivated advisor development professional to work with high-net-worth clients, identify needs, and develop relationships. You will review investment goals and prepare recommendations, leveraging technology to drive business growth and customer satisfaction.

Responsibilities include profiling clients, following KYC procedures, and collaborating with partners to deliver suitable investment solutions.

Qualifications

• Bachelor’s degree in a related field or equivalent experience.
• 1+ year in investments industry or financial services sales.
• Licenses: Series 7 and 66 (or 63/65) required or equivalent.
• Strong communication and relationship-building skills.
• Ability to prospect and build client pipelines.

Responsibilities

• Handle inbound inquiries from leads regarding Merrill offerings.
• Position Merrill and Bank of America capabilities to clients.
• Collect client profile data following KYC to open accounts.
• Provide investment recommendations based on objectives and risk profile.
• Document client interactions in Salesforce accurately.

Skills

Business Acumen

Prospecting

Oral Communications

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

Bachelor’s degree

High School Diploma / GED

Tools

Salesforce

Microsoft Word/PowerPoint/Excel

Job description

Bank of America Merrill Wealth Management is seeking a motivated advisor development professional to work with high-net-worth clients, identify needs, and develop relationships. You will review investment goals and prepare recommendations, leveraging technology to drive business growth and customer satisfaction.

Responsibilities include profiling clients, following KYC procedures, and collaborating with partners to deliver suitable investment solutions.