Wealth Management Client Advisor

Bank of America Corporation; Chandler (AZ); On-site; USD 48,000 - 72,000; Full time

Job summary

Bank of America’s Merrill Wealth Management is a leading provider of wealth management and investment services for individuals, companies, and institutions. We empower advisory teams with access to Merrill insights and Bank of America banking convenience, promoting collaboration and career development.

This role services corporate-sponsored plans, helping clients pursue financial goals through needs-based solutions and exceptional client care.

Qualifications

• SIE, Series 7 Top-Off and Series 63 licenses required within 240 days
• Must be flexible to work 40 hours per week across shifts (1st & 2nd)

Responsibilities

• Trades stocks, bonds, and other investment instruments for high net-worth clients, casual investors, and active traders
• Handles escalated and complex inquiries on accounts with care, aiming to resolve concerns promptly and deliver service
• Navigates multiple systems to migrate clients to online/self-service channels for 24/7 account access
• Manages risk by authenticating clients, adhering to policies, and identifying/escalating potential risk

Skills

Account Management

Customer focus

Issue management

Oral communications

Regulatory compliance

Active listening

Adaptability

Problem solving

Risk management

Attention to detail

Business acumen

Trading

Valuation ethics

Education

Bachelor's Degree

Job description

Bank of America’s Merrill Wealth Management is a leading provider of wealth management and investment services for individuals, companies, and institutions. We empower advisory teams with access to Merrill insights and Bank of America banking convenience, promoting collaboration and career development.

This role services corporate-sponsored plans, helping clients pursue financial goals through needs-based solutions and exceptional client care.