Wealth Management Financial Advisor (HNW Clients)

Bank of America Corporation; Easton (MD); On-site; USD 85,000 - 130,000; Full time

Job summary

Bank of America’s Merrill Wealth Management is looking for a Financial Advisor to work with high-net-worth clients, identifying needs and preparing investment recommendations. You will leverage a broad suite of Merrill and Bank of America capabilities to deliver tailored guidance in a collaborative, in-office setting.

The role emphasizes prospecting, strong communication, and regulatory compliance, with Series 7/66 licenses and relevant financial services or sales experience preferred.

Qualifications

• Bachelor’s degree and/or 1 year of financial services industry or sales experience.
• Experience in investments industry and knowledge of investment products and services.
• Strong interpersonal and relationship-building skills with the ability to build trust and credibility.
• Effective written and verbal communication skills and ability to listen and probe for clarity.

Responsibilities

• Handle inbound inquiries from leads regarding Merrill offering.
• Position Merrill and Bank of America’s extensive capabilities to clients.
• Collect client profile data and perform KYC procedures to open accounts as appropriate.
• Serve as interim Financial Advisor, recommending suitable investment products based on objectives, resources and risk profile.
• Document all client interactions and opportunities in Salesforce.

Skills

Client relationship building

Sales experience

Interpersonal communication

Prospecting

Active listening

Team collaboration

Time management

Licenses: Series 7/66

Education

Bachelor’s degree

Tools

Salesforce

Microsoft Excel

Job description

Bank of America’s Merrill Wealth Management is looking for a Financial Advisor to work with high-net-worth clients, identifying needs and preparing investment recommendations. You will leverage a broad suite of Merrill and Bank of America capabilities to deliver tailored guidance in a collaborative, in-office setting.

The role emphasizes prospecting, strong communication, and regulatory compliance, with Series 7/66 licenses and relevant financial services or sales experience preferred.