Bank of America

Wealth Management Advisor

Bank of America

Portland, OR, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

At Bank of America, we are looking for an experienced and knowledgeable Wealth Management Advisor to join our team. The successful candidate will work with clients to develop and implement comprehensive financial solutions for their long-term wealth management goals. The Wealth Management Advisor will be responsible for providing their clients with comprehensive financial advice, services and products in a manner that meets or exceeds quality standards and regulatory requirements. The ideal candidate will possess a strong knowledge of financial products, services and markets, as well as excellent client service, communication and interpersonal skills. If you have the qualifications and passion for helping clients reach their financial goals, we invite you to apply for this rewarding opportunity.

Where is this job?
This job is located at Portland, OR, USA
Job Qualifications
  • Financial Management Experience

  • Investment Planning Expertise

  • Professional Licensing

  • Strong Problem-Solving Skills

  • Excellent Communication Abilities

  • Knowledge Of Relevant Legislation And Regulations

  • Ability To Build Strong Relationships With Clients

  • High Ethical Standards

Required Skills
  • Risk Management

  • Financial Analysis

  • Financial Reporting

  • Market Research

  • Cash Management

  • Compliance

  • Client Relations

  • wealth management

  • Portfolio analysis

  • Asset allocation

  • Retirement planning

  • Estate Planning

  • Tax Planning

  • Mutual Funds

  • Investment Portfolio

Soft Skills
  • Communication

  • Conflict Resolution

  • Leadership

  • Time management

  • Interpersonal Skills

  • creativity

  • Organization

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Wealth Management Advisor in Portland, OR, USA is $50,000-$120,000. This range is based on the salaries reported by job seekers in the region.

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 BeforeJune 9th, 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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