Wealth Strategy Advisor

Bank of America; Missoula (MT); On-site; USD 65,000 - 120,000; Full time

Job summary

Bank of America’s Merrill Wealth Management team seeks an experienced advisor to support individuals and institutions with comprehensive wealth planning and investment guidance. The role emphasizes client service, risk analysis, and timely documentation of interactions in Salesforce.

The successful candidate will hold required securities registrations, maintain designations, and collaborate across teams to deliver a best-in-class client experience.

Qualifications

• Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
• SAFE ACT Registration; ADV-2B Required
• Maintain at least one firm approved designation
• Demonstrated expertise and impact in at least two of the following specialized functions: Wealth Planning, Investment Management, Business Development, Business Management and/or Relationship Management
• Possess and demonstrate strong communication skills
• Demonstrate an understanding of how to deliver a strong overall client experience
• Thorough knowledge and understanding of the suite of Wealth Management products and services
• Detail oriented with strong organizational skills and ability to manage multiple tasks and priorities at once
• Strong partnership and relationship management skills; ability to work across Elite Growth Program (EGP) functions and organizational lines/levels
• Ability to influence and demonstrate clear communication and collaboration with others to make sound decisions without direct authority
• Analytical skills with ability to identify trends, root cause and effects and implement improved processes to increase growth and mitigate risk
• Ability to identify client needs and concerns and articulate appropriate approach to align solutions to goals to support responsible growth

Responsibilities

• Provides quality client service and effective operations support by resolving client issues and analyzing data to address risk issues and trends
• Escalates issues and provides resolution on complex inquiries, requests, and problems related to client concerns
• Documents client interactions and provides team members with time sensitive updates
• Attends client review meetings to capture notes, document in Salesforce, and tracks all actions/activities to ensure the highest level of client service is provided
• Provides advice and assists with training for team members

Skills

Account Management

Business Acumen

Customer Service Management

Client Management

Portfolio Management

Referral Identification

Referral Management

Relationship Building

Administrative Services

Process Simplification

Education

High School Diploma / GED

Tools

Salesforce

Job description

Bank of America’s Merrill Wealth Management team seeks an experienced advisor to support individuals and institutions with comprehensive wealth planning and investment guidance. The role emphasizes client service, risk analysis, and timely documentation of interactions in Salesforce.

The successful candidate will hold required securities registrations, maintain designations, and collaborate across teams to deliver a best-in-class client experience.