Wealth Management Advisor for High-Net-Worth Clients

Bank of America; Alpharetta (GA); On-site; USD 70,000 - 120,000; Full time

Job summary

Bank of America’s Merrill Wealth Management Advisor Development Program seeks candidates to work with high-net-worth clients in a Merrill branch. The role involves identifying needs, developing relationships, reviewing investment goals, and preparing recommendations aligned with clients’ objectives.

Responsibilities include leveraging technology to grow the book, profiling client investor goals, and ensuring regulatory due diligence.

Qualifications

• Currently holds FINRA Securities Industry Essentials (SIE).
• 4+ years of progressive professional and/or military experience.
• 2+ years experience in investments industry.
• Ability to obtain Series 7 and 66 licenses within allotted program time.
• Is a self-starter who efficiently manages time and capacity.
• Builds and nurtures strong relationships.
• Communicates effectively and confidently and is comfortable engaging all clients.

Responsibilities

• Lears how to provide tailored and personalized advice to clients through reviews and presentations, including partnering with management to assess financial goals and recommending investment advisory strategies.
• Understands client solutions best suited for their financial needs, such as core Banking, and Investment and Life Priority solutions.
• Shadows Financial Advisor teams to build their network by sharing market developments and discussing new products to promote portfolio growth.
• Leverages resources and technologies to optimize the customer experience and serve the bank's customers with operational excellence and accuracy.
• Participates in ongoing training focused on building a book of business to meet financial targets and progression as an advisor.
• Builds relationships with internal service providers based on client needs and asset thresholds.
• Manages risk proactively in every aspect of business, product, and service transaction leveraging available tools.

Skills

SIE certification

Series 7 & 66 licenses

Client relationship building

Regulatory due diligence

Education

Bachelor's Degree

Job description

Bank of America’s Merrill Wealth Management Advisor Development Program seeks candidates to work with high-net-worth clients in a Merrill branch. The role involves identifying needs, developing relationships, reviewing investment goals, and preparing recommendations aligned with clients’ objectives.

Responsibilities include leveraging technology to grow the book, profiling client investor goals, and ensuring regulatory due diligence.