Wealth Advisor - High-Net-Worth Growth & Relationships

Bank of America Corporation

Wayne (PA)

On-site

USD 90,000 - 140,000

Full time

3 days ago

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Job summary

Bank of America Corporation, through Merrill Wealth Management, seeks a Financial Advisor to serve high-net-worth clients with personalized wealth management and investment guidance. The role emphasizes developing relationships, identifying client needs, and delivering tailored investment recommendations.

The position requires Series 7 and 66 licenses, at least one year in investments or financial services, and strong prospecting, communication, and collaborative skills.

Qualifications

Active Series 7 and Series 66 (or 63/65 in lieu) licenses.
Minimum of 1 year in investments or financial services with sales experience.
Proven ability to engage, influence, and build trust with clients.
Strong communication and relationship-building skills.
Proficiency in MS Word, Excel, and PowerPoint; tech-literate.

Responsibilities

Handle inbound inquiries and present Merrill/Bank of America capabilities to clients.
Open accounts following KYC practices and gather client profile data.
Act as interim Financial Advisor, recommending suitable investments and servicing accounts.
Document client interactions in Salesforce accurately; support business development.

Skills

Series 7 license

Series 66 license

Client relationships

Sales experience

Financial advising

KYC procedures

Microsoft Word

Excel

Education

Bachelor's degree

Tools

Salesforce

Microsoft Excel

PowerPoint

Job description

The position requires Series 7 and 66 licenses, at least one year in investments or financial services, and strong prospecting, communication, and collaborative skills.

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