Wealth Management Advisor — Client Growth & Planning

Bank of America; Chicago (IL); On-site; USD 80,000 - 120,000; Full time

Job summary

Bank of America Merrill Wealth Management is seeking a role that supports a team of Financial Advisors in wealth planning and investment management. The position emphasizes quality client service, operations support, and data-driven problem solving to help clients achieve their goals.

Strong communication, knowledge of wealth products, and the ability to collaborate across the advisory group are essential for success in this onsite role.

Qualifications

• Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
• SAFE ACT Registration; ADV-2B Required
• Obtain and/or maintain at least one firm approved designation
• Demonstrated expertise in two or more specialized functions: Wealth Planning, Investment Management, Business Development, Business Management and/or Relation Management
• Strong communication skills and ability to deliver a strong overall client experience
• Thorough knowledge of Wealth Management products and services
• Detail oriented with strong organizational skills and ability to manage multiple tasks
• Strong partnership and relationship management skills; ability to work across functions

Responsibilities

• Provides quality client service and operations support by resolving client issues and analyzing data
• Escalates complex inquiries and documents client interactions in Salesforce
• Attends client review meetings and tracks actions to ensure client service
• Provides advice and assists with training for team members

Skills

Account Management

Business Acumen

Customer Service Management

Client Management

Portfolio Management

Referral Identification

Referral Management

Relationship Building

Administrative Services

Process Simplification

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America Merrill Wealth Management is seeking a role that supports a team of Financial Advisors in wealth planning and investment management. The position emphasizes quality client service, operations support, and data-driven problem solving to help clients achieve their goals.

Strong communication, knowledge of wealth products, and the ability to collaborate across the advisory group are essential for success in this onsite role.