Wealth Management Advisor for High-Net-Worth Clients

Bank of America Corporation; Bozeman (MT); Presencial; USD 80.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Incentive plan

Benefits eligible

Descripción de la vacante

Bank of America Corporation, through its Merrill Wealth Management division, seeks a Financial Advisor to manage relationships with high-net-worth clients, identify needs, review goals, and prepare investment recommendations. Leverage technology to drive growth, profile client objectives, and execute effective business plans.

Role emphasizes privacy, regulatory awareness, and potential residential mortgage origination with SAFE Act compliance.

Formación

• Must hold Series 7 and 66 licenses (or the equivalent 63 and 65 in lieu of 66).
• Minimum 1 year of investments industry experience and knowledge of investment products.
• Minimum 1 year in financial services or a sales environment with targets met.
• Proven ability to engage with and influence others.
• Strong interpersonal and relationship-building skills.
• Excellent written and verbal communications.
• Ability to listen, assess needs and propose solutions.
• Team player with collaborative approach.
• Goal- and results-oriented with strong follow-through.
• Entrepreneurial mindset with client-sourcing via prospecting.
• Proficient in Microsoft Word, PowerPoint, and Excel.

Responsabilidades

• Handle inbound inquiries from Merrill leads.
• Position Merrill and Bank of America capabilities.
• Collect client profile data and open accounts per KYC.
• Act as interim Financial Advisor and recommend investments.
• Document client interactions in Salesforce.

Conocimientos

Licensing: Series 7/66

Sales experience

Interpersonal skills

Communication skills

Prospecting

Tech literacy

MS Office proficiency

Educación

Bachelor's degree or higher

Herramientas

Salesforce

Descripción del empleo

Bank of America Corporation, through its Merrill Wealth Management division, seeks a Financial Advisor to manage relationships with high-net-worth clients, identify needs, review goals, and prepare investment recommendations. Leverage technology to drive growth, profile client objectives, and execute effective business plans.

Role emphasizes privacy, regulatory awareness, and potential residential mortgage origination with SAFE Act compliance.