Wealth Management Advisor for High-Net-Worth Clients

Bank of America Corporation; Coeur d'Alene (ID); On-site; USD 80,000 - 90,000; Full time

Job summary

Bank of America Corporation’s Merrill Wealth Management division seeks a Financial Advisor to work with high-net-worth clients, identifying needs, building relationships, reviewing goals, and recommending investment solutions. You will leverage Merrill and Bank of America capabilities, profile clients, and manage accounts with Salesforce documentation.

The role emphasizes proactive business development, collaboration with partners, and a performance-based compensation structure.

Qualifications

• High school diploma or GED required as a minimum.
• Bachelor's degree and/or one year of financial services or sales experience preferred.
• Strong communication, relationship-building and product knowledge are essential.

Responsibilities

• Handle inbound inquiries from leads regarding Merrill offerings.
• Position Merrill and Bank of America capabilities to clients.
• Gather client profile data following KYC procedures to open accounts as appropriate.
• Serve as interim Financial Advisor, recommending suitable investments and servicing client accounts.
• Document all client interactions and opportunities in Salesforce.

Skills

Business Acumen

Business Development

Oral Communications

Prospecting

Wealth Planning

Analytical Thinking

Client Experience Branding

Client Investments Management

Portfolio Analysis

Risk Management

Active Listening

Client Solutions Advisory

Emotional Intelligence

Referral Management

Trading

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor's degree and/or one year in financial services or sales

Tools

Microsoft Word

PowerPoint

Excel

Job description

Bank of America Corporation’s Merrill Wealth Management division seeks a Financial Advisor to work with high-net-worth clients, identifying needs, building relationships, reviewing goals, and recommending investment solutions. You will leverage Merrill and Bank of America capabilities, profile clients, and manage accounts with Salesforce documentation.

The role emphasizes proactive business development, collaboration with partners, and a performance-based compensation structure.