Wealth Management Advisor

National Black MBA Association; Houston, Northern (TX, KY); Hybrid; USD 60,000 - 95,000; Full time

Job summary

Bank of America Merrill provides wealth management guidance to clients seeking to grow and protect their financial goals. The Financial Advisor role focuses on advising clients, guiding investments, and supporting residential mortgage processes while maintaining SAFE Act compliance.

The position emphasizes building strong client relationships, delivering personalized financial plans, and collaborating with a team in a structured, in-office environment with attendance expectations.

Qualifications

• Confident in a sales role with ability to build client relationships.
• Strong time management and proactive mindset to drive results.
• Ability to identify client solutions through applicable knowledge.
• Apply regulatory due diligence in daily activities and client planning.

Skills

Sales Experience

Client Relationship Building

Time Management

Results-Driven

Regulatory Due Diligence

Client Solutions

Education

Bachelor's degree

Job description

Bank of America Merrill provides wealth management guidance to clients seeking to grow and protect their financial goals. The Financial Advisor role focuses on advising clients, guiding investments, and supporting residential mortgage processes while maintaining SAFE Act compliance.

The position emphasizes building strong client relationships, delivering personalized financial plans, and collaborating with a team in a structured, in-office environment with attendance expectations.