Wealth Management Advisor for High‑Net‑Worth Clients

Bank of America

Atlanta (GA)

On-site

USD 65,000 - 90,000

Full time

17 hours ago

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Job summary

Bank of America, through Merrill Wealth Management, seeks a participant for its Advisor Development Program to work with high-net-worth clients and develop a personal advisory relationship. The role emphasizes identifying needs, aligning investment goals, and providing tailored investment recommendations with supervisory guidance.

The program focuses on leveraging technology, expanding client bases, and pursuing a career path toward becoming a Financial Advisor within the bank.

Qualifications

Currently holds FINRA SIE.
4+ years of progressive professional or military experience.
2+ years experience in investments industry.
Ability to obtain Series 7 and 66 licenses within allotted program time.
Self-starter who efficiently manages time and capacity.
Builds and nurtures strong relationships.
Communicates effectively and confidently with clients.
Thrives in a fast-paced environment with clear goals.

Responsibilities

Learns to provide tailored and personalized advice to clients through reviews and presentations.
Partners with management to assess financial goals and recommend strategies.
Builds a book of business and pursues advisory opportunities within the bank.
Leverages available resources to optimize client experience and service.
Participates in ongoing training to meet financial targets.
Develops relationships with internal service providers based on client needs.