Wealth Advisor to High-Net-Worth Clients

Bank of America Corporation; Florham Park (NJ); On-site; USD 90,000 - 150,000; Full time

Job summary

Merrill Wealth Management, part of Bank of America, seeks Financial Advisors to work with high-net-worth clients. You will identify needs, build relationships, review goals, and prepare investment recommendations. Proficiency in prospecting, relationship-building, and regulatory compliance is essential.

The role emphasizes driving growth, leveraging technology, and maintaining client trust through transparency. Series 7/66 licenses and sales experience are valued.

Qualifications

• Bachelor’s degree and/or one year of financial services or sales experience.
• Experience in wealth management or investments is preferred.
• Ability to learn new technologies, systems and digital tools.

Responsibilities

• Handle inbound inquiries from leads regarding Merrill offerings.
• Promote the capabilities of Merrill and Bank of America.
• Gather client profile data following KYC procedures to open accounts.
• Serve as interim Financial Advisor and recommend suitable investment products.
• Document client interactions and opportunities in Salesforce.

Skills

Client relationship management

Prospecting

Oral Communications

Analytical Thinking

Active Listening

Emotional Intelligence

Referral Management

Trading

Client Solutions Advisory

Risk Management

Education

Bachelor’s degree

High School Diploma / GED

Tools

Salesforce

Microsoft Word

PowerPoint

Excel

Job description

Merrill Wealth Management, part of Bank of America, seeks Financial Advisors to work with high-net-worth clients. You will identify needs, build relationships, review goals, and prepare investment recommendations. Proficiency in prospecting, relationship-building, and regulatory compliance is essential.

The role emphasizes driving growth, leveraging technology, and maintaining client trust through transparency. Series 7/66 licenses and sales experience are valued.