Wealth Management Advisor

Bank of America; Washington; On-site; USD 75,000 - 85,000; Full time

Benefits offered by this job

Benefits eligible

Formulaic incentive plan

Job summary

Merrill Wealth Management, a Bank of America entity, seeks a Wealth Advisor support professional to work with high-net-worth clients within a branch. You will identify needs, build relationships, review investment goals, and prepare recommendations aligned with client objectives.

The role emphasizes leveraging technology, profiling investors, and growing a sustainable book of business while adhering to SAFE Act requirements. Partnerships with advisors are key for success.

Qualifications

• FINRA SIE is currently held.
• 4+ years of professional and/or military experience.
• 2+ years of experience in investments industry.
• Ability to obtain Series 7 and 66 licenses within program time.
• Strong relationship-building and communication skills.

Responsibilities

• Provide tailored investment advice through reviews and presentations.
• Understand client solutions including core Banking and investments.
• Shadow advisor teams to grow the book of business.
• Leverage technology to enhance client experience and accuracy.
• Participate in ongoing training to meet financial targets.
• Build relationships with internal service providers to meet client needs.

Skills

Account Management

Relationship Building

Client Advisory

Sales Experience

Financial Planning

Education

Bachelor's Degree in Business or Finance

Job description

Merrill Wealth Management, a Bank of America entity, seeks a Wealth Advisor support professional to work with high-net-worth clients within a branch. You will identify needs, build relationships, review investment goals, and prepare recommendations aligned with client objectives.

The role emphasizes leveraging technology, profiling investors, and growing a sustainable book of business while adhering to SAFE Act requirements. Partnerships with advisors are key for success.