Wealth Management Client Advisor – Corporate Plans

Bank of America Corporation; Pennington (AL); 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 segment is seeking a role focused on servicing corporate-sponsored plans, providing exceptional client care, and growing client relationships through needs-based solutions to support financial goals.

The role requires FINRA SIE, Series 7 Top-Off, and Series 63 licenses (or to obtain within 240 days), 40 hours/week with 1st and 2nd shift options, and a Bachelor’s degree is preferred. On-site in Pennington, NJ with competitive hourly pay.

Qualifications

• Holds the following registrations or obtains within 240 days: FINRA SIE, Series 7 Top‑Off and Series 63.
• Flexible to work various shifts; 40 hours per week - 1st & 2nd shifts available.
• High School Diploma / GED / Secondary School or equivalent.

Responsibilities

• Trades stocks, bonds, and other investment instruments for high net-worth clients and active traders.
• Handles escalated and complex inquiries on accounts, delivering exceptional customer service.
• Migrates clients to online and self-service channels for 24/7 access.
• Manages risk by authenticating clients and adhering to policies and procedures.

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 and Practice

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor’s Degree (Desired)

Job description

Bank of America Corporation's Merrill Wealth Management segment is seeking a role focused on servicing corporate-sponsored plans, providing exceptional client care, and growing client relationships through needs-based solutions to support financial goals.

The role requires FINRA SIE, Series 7 Top-Off, and Series 63 licenses (or to obtain within 240 days), 40 hours/week with 1st and 2nd shift options, and a Bachelor’s degree is preferred. On-site in Pennington, NJ with competitive hourly pay.