Wealth Management Advisor: Build High-Net-Worth Portfolios

Bank of America; Kansas City (MO); On-site; USD 85,000 - 125,000; Full time

Job summary

Bank of America’s Merrill Wealth Management is seeking candidates for the Advisor Development Program to begin a career as a Financial Advisor serving high-net-worth clients in a branch setting.

The program focuses on identifying client needs, building relationships, and delivering investment recommendations while leveraging the bank’s resources to grow a sustainable book of business; regulatory compliance and the SAFE Act are integrated throughout training.

Qualifications

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

Responsibilities

• Learns to provide tailored and personalized advice to clients through reviews and presentations.
• Understands client solutions best suited for financial needs across core Banking and Investment products.
• Shadows advisor teams to build network and promote portfolio growth.
• Leverages resources and technologies to optimize customer experience and service excellence.
• Participates in ongoing training to develop a book of business and meet financial targets.
• Builds relationships with internal service providers based on client needs and asset thresholds.
• Manages risk proactively in all aspects of business and transactions.

Skills

Account Management

Client Investments Management

Client Management

Client Solutions Advisory

Relationship Building

Advisory

Business Development

Fraud Management

Pipeline Management

Portfolio Management

Client Experience Branding

Issue Management

Prospecting

Referral Identification

Sales Performance Management

Education

Bachelor's Degree (business-related)

CFP

CRPC

Insurance licenses

Job description

Bank of America’s Merrill Wealth Management is seeking candidates for the Advisor Development Program to begin a career as a Financial Advisor serving high-net-worth clients in a branch setting.

The program focuses on identifying client needs, building relationships, and delivering investment recommendations while leveraging the bank’s resources to grow a sustainable book of business; regulatory compliance and the SAFE Act are integrated throughout training.