Wealth Manager for High-Net-Worth Clients

Bank of America Corporation; Westlake Village (CA); On-site; USD 100,000 - 170,000; Full time

Job summary

Bank of America Corporation's Merrill Wealth Management team seeks a driven Financial Advisor to serve high‑net worth clients. You will translate goals into tailored investment plans and collaborate with an in‑office advisory team using Merrill/BoA resources.

Licensing (Series 7 and 66 or 63/65) and at least one year in investments or financial services with proven sales results are required. You must excel in communication, relationship building, and prospecting to grow client relationships.

Qualifications

• Current Series 7 and 66 licenses (or the equivalent 63/65).
• Minimum 1 year of experience in the investments industry.
• Minimum 1 year of experience in financial services or a sales environment with goals met.
• Strong communication and relationship-building skills.
• Ability to influence others and work with teams.
• Proficient in Word, PowerPoint, and Excel.

Responsibilities

• Handle inbound inquiries about Merrill offerings.
• Promote Merrill and Bank of America capabilities.
• Collect client data and open accounts per KYC requirements.
• Serve as interim Financial Advisor, recommending suitable investments.
• Document client interactions in Salesforce.

Skills

Series 7/66 licenses

Sales experience

Communication skills

Relationship building

Prospecting

Networking

MS Office

Team collaboration

Financial guidance

Education

Bachelor's degree

Tools

Salesforce

Job description

Bank of America Corporation's Merrill Wealth Management team seeks a driven Financial Advisor to serve high‑net worth clients. You will translate goals into tailored investment plans and collaborate with an in‑office advisory team using Merrill/BoA resources.

Licensing (Series 7 and 66 or 63/65) and at least one year in investments or financial services with proven sales results are required. You must excel in communication, relationship building, and prospecting to grow client relationships.