Wealth Advisor: Partner to High-Net-Worth Clients

Bank of America Corporation; Brentwood (TN); Presencial; USD 55.000 - 90.000; Jornada completa

Descripción de la vacante

Bank of America Corporation’s Merrill Wealth Management seeks candidates for the Advisor Development Program. You will work with high-net-worth clients, build relationships, review investment goals, and prepare recommendations with a focus on growth and compliance.

The role emphasizes leveraging technology, executing business development plans, and adhering to privacy/regulatory guidelines. Onsite work may be required per policy; strong communication is essential.

Formación

• Must hold Series 7 and 66 licenses (or the equivalent 63 and 65 in lieu of 66).
• Minimum of one year of experience in investments or financial services sales.
• Proven ability to engage with and influence others and build trust.
• Excellent written and verbal communication skills.

Responsabilidades

• Handles inbound inquiries from 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.
• Documents all client interactions and opportunities within Salesforce accurately.

Conocimientos

Communication

Relationship building

Sales mindset

Team collaboration

Time management

Problem solving

Educación

High School Diploma / GED

Bachelor’s degree (preferred)

Herramientas

Salesforce

Microsoft Word

PowerPoint

Excel

Descripción del empleo

Bank of America Corporation’s Merrill Wealth Management seeks candidates for the Advisor Development Program. You will work with high-net-worth clients, build relationships, review investment goals, and prepare recommendations with a focus on growth and compliance.

The role emphasizes leveraging technology, executing business development plans, and adhering to privacy/regulatory guidelines. Onsite work may be required per policy; strong communication is essential.