Wealth Management Client Advisor

Bank of America Corporation; Tampa (FL); Presencial; USD 48 000 - 72 000; Tempo integral

Resumo da oferta

Bank of America’s Merrill Wealth Management team in Tampa seeks a client-focused role servicing corporate-sponsored plans and guiding clients toward needs-based financial solutions. The position emphasizes in-depth client care, relationship building, and compliance with industry standards.

The role requires FINRA licenses (SIE, Series 7, Series 63) within 240 days and a 40-hour work week with 1st/2nd shifts. On-site work supports collaboration and career growth.

Qualificações

• Licenses required or must be obtained within 240 days: SIE, Series 7 Top-Off, Series 63.
• 40 hours per week with 1st & 2nd shifts; some weekend work may be required.
• Minimum education: High School Diploma / GED.

Responsabilidades

• Trades stocks, bonds, and other investment instruments for high net-worth clients.
• Handles escalated inquiries with careful, timely and exceptional service.
• Migrates clients to online and self-service channels for 24/7 access.
• Manages risk by authenticating clients and adhering to policies.

Conhecimentos

Account Management

Customer Focus

Client Relationship

Communication

Regulatory Compliance

Active Listening

Adaptability

Problem Solving

Risk Management

Attention to Detail

Trading

Valuation Ethics and Practice Stand

Formação académica

High School Diploma / GED

Descrição da oferta de emprego

Bank of America’s Merrill Wealth Management team in Tampa seeks a client-focused role servicing corporate-sponsored plans and guiding clients toward needs-based financial solutions. The position emphasizes in-depth client care, relationship building, and compliance with industry standards.

The role requires FINRA licenses (SIE, Series 7, Series 63) within 240 days and a 40-hour work week with 1st/2nd shifts. On-site work supports collaboration and career growth.