Wealth Strategies Advisor

Are you a driven and knowledgeable financial professional looking for a new opportunity to help clients achieve their financial goals? Look no further! Bank of America is seeking a Wealth Strategies Advisor to join our team and provide personalized wealth management advice to our valued clients. As a trusted advisor, you will have the opportunity to work with a diverse client base and utilize your expertise to create customized strategies that will help them reach their long-term financial objectives. If you have a passion for building strong relationships and a deep understanding of financial planning, we encourage you to apply for this exciting role. Join us at Bank of America and take the next step in your career as a Wealth Strategies Advisor.

1. Provide personalized wealth management advice to clients.
2. Develop customized strategies to help clients achieve their long-term financial goals.
3. Build and maintain strong relationships with clients.
4. Utilize expertise in financial planning to guide clients towards sound financial decisions.
5. Stay up-to-date on industry trends and best practices in wealth management.
6. Conduct thorough financial assessments for clients and make appropriate recommendations.
7. Collaborate with other financial professionals within the bank to provide comprehensive services to clients.
8. Communicate complex financial concepts in a clear and understandable manner to clients.
9. Act as a trusted advisor and maintain confidentiality with sensitive financial information.
10. Continuously monitor and review clients' financial plans to ensure they remain on track to meet their goals.
11. Proactively identify new business opportunities and promote wealth management services to potential clients.
12. Adhere to all regulatory and compliance guidelines.
13. Keep accurate records of client interactions and financial plans.
14. Participate in trainings and professional development opportunities to stay current on industry standards and advancements.
15. Collaborate with team members to enhance and improve the overall client experience.

According to JobzMall, the average salary range for a Wealth Strategies Advisor in Raleigh, NC, USA is between $72,000 and $130,000 per year. This can vary depending on factors such as years of experience, certifications, and the specific company or financial institution the advisor is employed by. Additionally, bonuses and commission may also play a role in the overall salary for a Wealth Strategies Advisor.

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.