Wealth Management Client Advisor

Bank of America Corporation; Fort Worth (TX); On-site; USD 34,000 - 41,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America Corporation's Merrill Wealth Management is seeking a client-focused professional to service corporate-sponsored plans and guide clients toward needs-based wealth solutions.

You will trade for high net-worth clients, handle escalations with care, and facilitate online/self-service access while maintaining strict compliance and risk controls. The role is on-site in Pennington, NJ with 37.5 hours per week and shifts including 1st and 2nd.

Qualifications

• High School Diploma or equivalent is required.
• Internal employees who work from home can apply but may need to work onsite.
• Bachelor's degree pursuit is acceptable.

Responsibilities

• Trades stocks, bonds, and other instruments for high net-worth clients and active traders.
• Handle escalated and complex inquiries with care and deliver exceptional service.
• Navigate multiple systems to migrate clients to online/self-service channels for 24/7 access.
• Manage risk by authenticating clients, following policies, and escalating risks.

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 Stand

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America Corporation's Merrill Wealth Management is seeking a client-focused professional to service corporate-sponsored plans and guide clients toward needs-based wealth solutions.

You will trade for high net-worth clients, handle escalations with care, and facilitate online/self-service access while maintaining strict compliance and risk controls. The role is on-site in Pennington, NJ with 37.5 hours per week and shifts including 1st and 2nd.