Wealth Management Client Advisor

Bank of America Corporation; Jacksonville (FL); On-site; USD 55,000 - 75,000; Full time

Job summary

Merrill Wealth Management, part of Bank of America, seeks professionals to service corporate-sponsored retirement and benefit plans with a focus on exceptional client care and needs-based solutions to support financial goals.

Role involves trading for high net-worth clients, handling escalations, and guiding clients to online/self-service channels while maintaining strong risk management and regulatory compliance. In-office culture with flexibility per role.

Qualifications

• Holds the following registered licenses (or obtains within 240 days of start date): FINRA SIE, Series 7 Top-Off and Series 63
• Must be flexible to work various shifts which may include a weekend day; 40 hours per week - 1st & 2nd shifts available
• Currently holds or is pursuing Bachelor's Degree
• Experience in a call center and/or a financial/banking center
• Customer service experienceHas the ability to learn and adapt to new information and technology platforms

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 in a timely manner and deliver exceptional customer service
• Navigates multiple systems to migrate clients to on-line and self-service delivery channels that enable 24/7 account access
• Manages risk by accurately authenticating clients, fully adhering to policies and procedures, and proactively identifying/escalating potential risk

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

Job description

Merrill Wealth Management, part of Bank of America, seeks professionals to service corporate-sponsored retirement and benefit plans with a focus on exceptional client care and needs-based solutions to support financial goals.

Role involves trading for high net-worth clients, handling escalations, and guiding clients to online/self-service channels while maintaining strong risk management and regulatory compliance. In-office culture with flexibility per role.