Wealth Advisor to High-Net-Worth Clients

Bank of America Corporation; Peoria (IL); Presencial; USD 90.000 - 130.000; Jornada completa

Descripción de la vacante

Bank of America Corporation's Merrill Wealth Management is shaping the Advisor Development Program to help professionals transition into a Financial Advisor role. You will work with high-net-worth clients, identify needs, develop relationships, review investment goals, and prepare recommendations, leveraging Merrill and Bank of America capabilities.

The role emphasizes compliance, privacy, and regulatory matters, with an expectation to source clients and prospect effectively in a collaborative

Formación

• Currently holds Series 7 and 66 licenses or equivalent (63/65 in lieu).
• Minimum of one year in investments with knowledge of investment products and services.
• Minimum of one year in financial services or sales with a track record of meeting goals.
• Strong communication and relationship-building skills; ability to listen and assess client needs.

Responsabilidades

• Handle inbound inquiries from leads regarding Merrill offerings.
• Position Merrill and Bank of America capabilities to clients.
• Collect client profile data following KYC procedures to open accounts.
• Serve as interim Financial Advisor to provide suitable investment recommendations.
• Document all client interactions and opportunities in Salesforce.

Conocimientos

Communication skills

Relationship building

Team collaboration

Goal-oriented

Prospecting

Negotiations

Educación

Bachelor's degree

Series 7 and 66 licenses

High School Diploma / GED

Herramientas

Salesforce

Microsoft Word

PowerPoint

Excel

Descripción del empleo

Bank of America Corporation's Merrill Wealth Management is shaping the Advisor Development Program to help professionals transition into a Financial Advisor role. You will work with high-net-worth clients, identify needs, develop relationships, review investment goals, and prepare recommendations, leveraging Merrill and Bank of America capabilities.

The role emphasizes compliance, privacy, and regulatory matters, with an expectation to source clients and prospect effectively in a collaborative