Wealth Management Client Advisor

Bank of America Corporation; Fort Worth (TX); On-site; USD 52,000 - 70,000; Full time

Job summary

Bank of America’s Merrill Wealth Management division seeks a client-focused professional to service corporate-sponsored plans and manage high-net-worth client relationships in a collaborative, in-office environment.

Responsibilities include trading, resolving complex inquiries with exceptional service, and guiding clients to digital self-service channels while maintaining rigorous risk controls.

Qualifications

• Required licenses: FINRA SIE, Series 7 Top-Off, Series 63 (must be obtained within 240 days)
• 40 hours per week; may include 1st & 2nd shifts; flexible scheduling

Responsibilities

• Trades stocks, bonds, and other instruments for high net-worth clients, casual investors, and active traders
• Handles escalated and complex inquiries on accounts with care, delivering exceptional service
• Guides clients to online and self-service channels for 24/7 access
• Manages risk by authenticating clients and adhering to policies

Skills

Account Management

Customer and Client Focus

Issue Management

Oral Communications

Regulatory Compliance

Active Listening

Adaptability

Problem Solving

Risk Management

Attention to Detail

Business Acumen

Trading

Valuation Ethics and Practice Standar

Education

Bachelor's Degree

Job description

Bank of America’s Merrill Wealth Management division seeks a client-focused professional to service corporate-sponsored plans and manage high-net-worth client relationships in a collaborative, in-office environment.

Responsibilities include trading, resolving complex inquiries with exceptional service, and guiding clients to digital self-service channels while maintaining rigorous risk controls.