Bank of America

Wealth Management Advisor

Bank of America

New York, NY, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

If you are an experienced and results-oriented Wealth Management Advisor looking to join one of the world's premier banking institutions, Bank of America has an exciting opportunity for you. With a focus on providing clients with the highest quality of financial advice, our Wealth Management Advisors play a vital role in helping our clients achieve their long-term financial objectives. To be successful in this role, you must have a passion for advising clients on their financial goals and a proven track record of developing and maintaining strong client relationships. We are looking for a professional with the following qualifications:

Where is this job?
This job is located at New York, NY, USA
Job Qualifications
  • Strong Communication And Interpersonal Skills

  • Bachelor's Degree In Finance

  • Ability To Multi-Task

  • Certified Financial Planner (Cfp) Certification

  • Attention To Detail

  • Financial Markets Knowledge

  • Investment Analysis Skills

  • Client Relationship Management

  • Economics Or Accounting

Required Skills
  • Risk Management

  • Financial Analysis

  • Financial Modeling

  • Investment Strategy

  • Portfolio Management

  • Regulatory compliance

  • Market analysis

  • Client Relations

  • Asset allocation

  • Retirement planning

  • Estate Planning

  • Tax Planning

  • Trust Services

  • Insurance Planning

  • Wealth Optimization

Soft Skills
  • Communication

  • Leadership

  • Negotiation

  • Problem Solving

  • Time management

  • Interpersonal Skills

  • creativity

  • Critical thinking

  • Teamwork

  • Adaptability

Compensation

According to JobzMall, the average salary range for a Wealth Management Advisor in New York, NY, USA is between $50,000 and $120,000 per year. This range varies depending on the specific job role, experience, and qualifications of the individual.

Additional Information
Bank of America is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedFebruary 21st, 2023
Apply BeforeJuly 8th, 2026
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About Bank of America

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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