Wealth Solutions Advisor – High Net Worth Clients

Bank of America; Rogers (AR); On-site; USD 90,000 - 150,000; Full time

Job summary

Bank of America Merrill Wealth Management seeks candidates for the MFSA program to work with high-net-worth clients within a Merrill branch, identifying needs and preparing investment recommendations aligned with client goals.

The role involves developing relationship management skills, training through the MFSA path, and progressing toward independent advisory duties while located in a Merrill branch.

Qualifications

• Currently holds FINRA Securities Industry Essentials (SIE)
• 4+ years of progressive professional and/or military experience
• 2+ years of experience in the investments industry
• Ability to obtain Series 7 and 66 licenses within allotted program time
• Is a self-starter who efficiently manages time and capacity
• Sets and accomplishes goals, achieving whatever one sets their mind to

Responsibilities

• Provides tailored and personalized advice to clients through reviews and presentations, including partnering with management to assess financial goals and recommending investment advisory strategies
• Understands client solutions that are best suited for their financial needs, such as core Banking, and Investment and Life Priority solutions
• Shadows Financial Advisor teams to build their network by sharing market developments and discussing new products to promote portfolio growth
• Leverages resources and technologies to optimize the customer experience and serve the bank's clients with operational excellence and accuracy
• Participates in ongoing training focused on developing a book of business to meet financial targets and progress within the advisor track
• Builds relationships with internal service providers based on client needs and asset thresholds
• Manages risk proactively in every aspect of business, product, and service transactions

Skills

Account Management

Client Investments Management

Client Management

Client Solutions Advisory

Relationship Building

Advisory

Business Development

Sales Performance Management

Pipeline Management

Portfolio Management

Fraud Management

Prospecting

Referral Identification

Management Communications

Education

Bachelor's Degree in business-related field

Job description

Bank of America Merrill Wealth Management seeks candidates for the MFSA program to work with high-net-worth clients within a Merrill branch, identifying needs and preparing investment recommendations aligned with client goals.

The role involves developing relationship management skills, training through the MFSA path, and progressing toward independent advisory duties while located in a Merrill branch.