Wealth Management Advisor

Bank of America Corporation; Flower Mound (TX); On-site; USD 85,000 - 125,000; Full time

Job summary

Bank of America Corporation is seeking a Financial Advisor within Merrill Wealth Management to work with high-net-worth clients, identifying needs, developing relationships, and preparing investment recommendations. This role emphasizes leveraging Merrill and Bank of America's capabilities to grow business and enhance client outcomes.

You will profile clients, open accounts per KYC standards, and serve as an interim advisor, tailoring recommendations to objectives, resources, and risk tolerance.

Qualifications

• Current holds Series 7 and 66 (or 63/65 in lieu) licenses.
• Minimum of one year of experience in the investments industry, including training and product knowledge.
• Minimum one year in financial services and/or a sales environment with goals.
• Proven ability to engage with and influence others; strong interpersonal skills.
• Effective written and verbal communication; listening and probing for clarity.

Responsibilities

• Handles inbound inquiries from leads regarding Merrill offering.
• Position the extensive capabilities of Merrill and Bank of America.
• Collects client profile data following KYC procedures to open accounts as appropriate.
• Serves as interim Financial Advisor, recommending investment products suited to objectives and risk profiles.
• Documents all client interactions and opportunities in Salesforce.

Skills

Sales

Relationship Building

Oral Communications

Prospecting

Education

Bachelor’s degree

High School Diploma

Tools

Salesforce

Microsoft Word

PowerPoint

Excel

Job description

Bank of America Corporation is seeking a Financial Advisor within Merrill Wealth Management to work with high-net-worth clients, identifying needs, developing relationships, and preparing investment recommendations. This role emphasizes leveraging Merrill and Bank of America's capabilities to grow business and enhance client outcomes.

You will profile clients, open accounts per KYC standards, and serve as an interim advisor, tailoring recommendations to objectives, resources, and risk tolerance.