
Wealth Management Advisor
We are looking for a Wealth Management Advisor to join our team at Bank of America and provide exceptional client service and advice to affluent clients. We seek a candidate who is committed to providing exceptional service and advice that exceeds our clients’ expectations. The ideal candidate will possess a strong knowledge of financial planning, investment planning, and wealth management. You must have the ability to build relationships with our clients and have an understanding of the retirement planning process.To be successful in this role you must have the required qualifications including a Bachelor’s degree in finance, economics, accounting, or a related field, along with a minimum of 5 years of experience in the financial services industry. You must also possess strong communication and customer service skills, and be able to demonstrate a high level of professionalism. Knowledge of financial planning trends and software is also a plus.
Excellent Communication And Interpersonal Skills
Knowledge Of Investment Products And Services
Financial Planning Experience
Proven Sales Ability And Track Record
High Degree Of Client Service Focus
Ability To Build And Maintain Client Relationships
College Degree In Finance Or Related Field
Regulatory And Compliance Knowledge
Budgeting
Consulting
Networking
Planning
Marketing
Forecasting
Reporting
Modeling
Researching
Problem-Solving
Investing
Advising
Negotiating
Analyzing
Selling
Communication
Leadership
Problem Solving
Time management
Interpersonal Skills
creativity
Critical thinking
Organizational skills
Teamwork
Adaptability
According to JobzMall, the average salary range for a Wealth Management Advisor in Los Angeles, CA, USA is between $72,820 and $117,819. This range is based on salaries submitted anonymously to the JobzMall site by Wealth Management Advisors in the Los Angeles, CA, USA area.
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Bank of America Corp. is a bank and financial holding company, which engages in the provision of banking and nonbank financial services. It operates through the following segments: Consumer Banking, Global Wealth and Investment Management, Global Banking, Global Markets, and Legacy Assets and Servicing. The Consumer Banking segment offers credit, banking, and investment products and services to consumers and small businesses.

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