Wealth Management Advisor for High-Net-Worth Clients

Bank of America; Lafayette (LA); On-site; USD 90,000 - 140,000; Full time

Job summary

Bank of America’s Merrill Wealth Management division seeks a Financial Solutions Advisor to work with high net worth clients, identifying needs and developing relationships. You will review investment goals and prepare recommendations aligned with client aspirations, while leveraging Bank of America/Merrill resources to grow your book of business.

The program emphasizes training, mentorship, and career progression within Merrill Wealth Management, including opportunities to advance to

Qualifications

• FINRA SIE (Securities Industry Essentials) required
• 4+ years of progressive professional and/or military experience
• 2+ years of experience in the investments industry
• Ability to obtain Series 7 and 66 licenses within program time
• Self-starter who manages time and capacity
• Sets and accomplishes goals and builds client relationships

Responsibilities

• Provide tailored advice to clients through reviews and presentations; collaborate with management to assess financial goals
• Recommend investment advisory strategies aligned with client goals
• Understand client solutions best suited for financial needs (core Banking; Investment and Life Priority solutions)
• Shadow Financial Advisor teams to develop network and promote portfolio growth
• Leverage resources and technologies to optimize customer experience and service quality
• Participate in ongoing training to build a scalable book of business and meet financial targets

Skills

Account Management

Client Investments Management

Client Management

Client Solutions Advisory

Relationship Building

Advisory

Business Development

Sales Performance Management

Pipeline Management

Education

Bachelor's Degree in Business or related field

Job description

Bank of America’s Merrill Wealth Management division seeks a Financial Solutions Advisor to work with high net worth clients, identifying needs and developing relationships. You will review investment goals and prepare recommendations aligned with client aspirations, while leveraging Bank of America/Merrill resources to grow your book of business.

The program emphasizes training, mentorship, and career progression within Merrill Wealth Management, including opportunities to advance to