What are the responsibilities and job description for the Wealth Management Professional position at Bank of America?
Job Overview
We are seeking a skilled Wealth Management Professional to join our team at Bank of America. As a Merrill Financial Solutions Advisor, you will work closely with high-net worth clients to identify their financial needs and develop personalized investment strategies.
Responsibilities
- Provide tailored advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies
- Communicate solutions to clients that are best suited for their financial needs
- Partner with Financial Advisor teams to build their network and promote portfolio growth
- Develop and grow a book of business to meet and exceed pre-defined financial targets
Requirements
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
- Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded
- Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services
Benefits
As a Wealth Management Professional at Bank of America, you can expect a competitive salary range of $80,000 - $150,000 per year, depending on location and experience. Additionally, you will have access to ongoing professional development opportunities, leadership training, and potential career advancement within the company.
Salary : $80,000 - $150,000
