Wealth Management Advisor — High-Net-Worth Focus

Bank of America; Washington (District of Columbia); On-site; USD 90,000 - 160,000; Full time

Job summary

Bank of America’s Merrill Wealth Management is seeking a Financial Advisor/Wealth Management Client Associate to work with high-net-worth clients in a branch environment. The role focuses on identifying needs, delivering tailored investment guidance, and building a sustainable book of business while aligning with SAFE Act requirements.

The position emphasizes relationship development, collaboration with advisor teams, and adherence to compliance standards to help clients pursue their financial

Qualifications

• 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.
• Strong relationship-building and client engagement skills.
• Comfort engaging all clients in a fast-paced environment.

Responsibilities

• Learns how to provide tailored and personalized advice to clients through reviews and presentations.
• Understands client solutions best suited for financial needs (Banking, Investments, Life Priority).
• Shadows Financial Advisor teams to promote portfolio growth and share market developments.
• Leverages resources and technologies to optimize customer experience and ensure accuracy in transactions.
• Participates in training to develop a book of business and meet financial targets.
• Builds relationships with internal service providers based on client needs.
• Manages risk proactively in all business activities.

Skills

4+ years experience

2+ years investments

FINRA SIE

Series 7 & 66 licenses

Education

Bachelor's degree, business preferred

FINRA SIE

Series 7 & 66 licenses

Job description

Bank of America’s Merrill Wealth Management is seeking a Financial Advisor/Wealth Management Client Associate to work with high-net-worth clients in a branch environment. The role focuses on identifying needs, delivering tailored investment guidance, and building a sustainable book of business while aligning with SAFE Act requirements.

The position emphasizes relationship development, collaboration with advisor teams, and adherence to compliance standards to help clients pursue their financial