Jobs
>
Dallas

    Wealth Management Specialist - Dallas, United States - Bank of America

    Show more Collapse job
    Bank of America background
    Description
    Wealth Management Specialist - NR

    Dallas, Texas


    Job Description:


    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.

    Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.


    One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world.

    We're devoted to being a diverse and inclusive workplace for everyone.

    We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

    Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.


    Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference.

    Join us


    The Elite Growth Practice (EGP) Wealth Management Specialist role is a position on the Financial Advisor Team which operates in a capacity to further develop and service the client base.

    They are responsible for implementing and executing the Elite Growth Practice Model (EGP) in their specific functional role. Specific accountabilities for the role may vary depending on the teamspractice. Performanceis measured through specific goals, metrics and behavior's related to the execution of the EGP model. This position is subject to SAFE Act registration requirements.


    The Elite Growth Practice (EGP) Wealth Management Specialist position may be filled at a Trainee, Specialist or Senior level depending on experience of the candidate and needs of the Financial Advisor Team.

    The Trainee is a non-exempt position for a hire lacking required security licenses and/or designation. This position allows the individual to become fully licensed and achieve the appropriate designations required for the position.

    If Series 7 and 66 (or 63 & 65) licenses and approved designation are not currently held, must be obtained within a specified timeframe to be eligible for Specialist position.


    Job Description:


    This job is responsible for performing a variety of specialized functions across a team of Financial Advisors, such as business management, business development, wealth planning, investment management, or relationship management.

    Key responsibilities include providing quality client service, and operations support and executing problems where extensive analysis and evaluation is required.

    Job expectations include having knowledge of the Merrill Wealth Management business and supporting team members as needed. This position is subject to SAFE Act registration requirements.

    Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing.

    Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process.

    Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.


    Responsibilities:
    Provides quality client service and effective operations support by resolving client issues and analyzing data to address risk issues and trends

    Escalates issues and provides resolution on complex inquiries, requests, and problems related to client concerns

    Documents client interactions and provides team members with time sensitive updates

    Attends client review meetings to capture notes, document in Salesforce, and tracks all actions/activities to ensure the highest level of client service is provided

    Provides advice and assists with training for team members


    Skills:
    Account Management

    Business Acumen

    Customer Service Management

    Client Management

    Portfolio Management

    Referral Identification

    Referral Management

    Relationship Building

    Administrative Services

    Process Simplification


    Required Qualifications:


    Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support.

    If Series 7, 63/65 or 66 or equivalent are not currently held, must be obtained within a specified timeframe to be eligible for Specialist position.

    SAFE ACT Registration; ADV-2B Required

    Obtain and/or maintain at least one firm approved designation

    Demonstrated expertise and impact in at least two of the following specialized functions: Wealth Planning, Investment Management, Business Development, Business Management and/or Relationship Management

    Possess and demonstrate strong communication skills

    Demonstrate an understanding of how to deliver a strong overall client experience

    Thorough knowledge and understanding of the suite of Wealth Management products and services

    Detail oriented with strong organizational skills, and ability to manage multiple tasks and priorities at once

    Strong partnership and relationship management skills; ability to work across EGP functions and organizational lines/levels

    Ability to influence and demonstrate clear communication and collaboration with others to make sound decisions without direct authority

    Analytical skills with ability to identify trends, root cause and effects, and implement improved processes to increase growth and mitigate risk

    Ability to identify client needs and concerns and articulate appropriate approach to align solutions to goals to support responsible growth​


    Shift:
    1st shift (United States of America)


    Hours Per Week:
    37.5


    Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws.

    The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

    To view the "EEO is the Law" poster, CLICK HERE ) .

    To view the "EEO is the Law" Supplement, CLICK HERE ) .


    Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse.

    Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

    To view Bank of America's Drug-free workplace and alcohol policy, CLICK HERE .

    We have other current jobs related to this field that you can find below


  • Zones Dallas, United States

    Description · Position at Zones LLC. Overview: · When it comes to IT solution providers, there are a lot of choices. But when it comes to providers with innovative and differentiating end-to-end service offerings, there's really only one: Zones – First Choice for IT.TM · Zones ...


  • Infogain Dallas, United States

    Data Management Specialist (Lead) with skills DataOps Engineering, Survey Programming, Data Preparation, Insight Generation for location Dallas, Texas, US · Posted on: June 14, Share on Linkedin Share on Twitter Share on Facebook ROLES & RESPONSIBILITIES · MDM Profisee with m ...


  • Oncor Electric Delivery Company LLC. Dallas, United States Full time

    Summary · This position, using basic knowledge of the customer information systems and other internal/external systems, provides billing expertise necessary to execute billing processes as outlined in detailed work procedures and job aides. With supervision, they resolve custome ...


  • Centersquare Dallas, United States

    Centersquare · The company operates a footprint of 61 data centers in 29 markets around the world, providing services to more than 2,300 leading enterprises, service providers, and U.S. federal government agencies. Centersquare brings proven operational excellence, global scale, ...


  • AECOM Dallas, United States

    This is an exciting opportunity to join a dynamic global team in support of the localized implementation of Talent Management Equity Diversity Inclusion (ED I) strategies and bring to life the global vision for an inclusive, talent focused learning c Talent, Management, Specialis ...


  • UnitedHealth Group Dallas, United States

    Manage professional employees. Coordinate and supervise daily/weekly/monthly activities of team members. Set priorities for the team to ensure task completion and performance goals are met. Coordinate work activities with other supervisors, managers, Customer Specialist, Manager, ...


  • BravoTECH Dallas, United States

    Contract To Hire · No C2C - USC and Green Card Only · Dallas, TX 75210 · Not looking for a SharePoint Developer. Seeking a SME. · PRIMARY RESPONSIBILITIES · o People-oriented evangelist for new process and collaborative tools, helping users realize value in the SharePoint and Tea ...


  • Centersquare Dallas, United States

    Trouble ticket analysis (diagnose and resolve issues) - Provide hardware or software assistance and problem resolution; troubleshoot client problems, repairs, servers, web systems. Intermediate level working knowledge of Windows Operating Systems (OS) & various Unix OS required. ...


  • Aptar Italia S.P.A. Dallas, United States

    Press Tab to Move to Skip to Content LinkSelect how often (in days) to receive an alert: Create AlertSelect how often (in days) to receive an alert:The Order Management Specialist is a critical member of the transactional operations and customer support team. This role is primari ...


  • The Salvation Army USA Southern Territory Dallas, United States

    The Salvation Army, an internationally recognized non-profit, faith based organization, has a job opening for a Case Management Specialist at the Pleasant Grove Corps, located in Dallas, TX.Job Summary:Interviews, accepts, and provides comprehensive, long-term, structured, comple ...


  • Frontier, Inc. Dallas, United States

    · Contract Management Specialist · At Frontier, seeing what's beyond the horizon is in our fiber. And we've been doing just that for over 80 years - connecting communities with emerging communications technology across the country. At Frontier, we're transforming our business t ...


  • Southern Methodist University Dallas, United States

    Salary Range: · Salary commensurate with experience and qualifications · About SMU: · A nationally ranked private university located near the heart of Dallas, SMU is a distinguished center for global research and teaching. · SMU's more than 12,000 diverse, high-achieving stud ...


  • Eatery Essentials Inc. Dallas, United States

    Job Description · Job DescriptionDescription:Job Summary · The primary responsibility of the Order Management Specialist is to serve as an interface between Sales and other operational functions within Eatery Essentials. · Duties/ Responsibilities: · Support Sales team throughou ...


  • UnitedHealth Group Dallas, United States

    You'll enjoy the flexibility to telecommute* from anywhere within the U.S. as you take on some tough challenges. · UMR, UnitedHealthcare's third-party administrator (TPA) solution, is the nation's largest TPA. When you work with UMR, what you do matters. It's that simple . . . a ...


  • UnitedHealth Group Dallas, TX, United States

    You'll enjoy the flexibility to telecommute* from anywhere within the U.our goal is to create higher quality care, lower costs and greater access to health care. Regardless of your role at UMR , the support you feel all around you will enable you to do what you do with energy, qu ...


  • Infogain Dallas, United States

    ROLES · & RESPONSIBILITIES MDM Profisee with minimum of 8 years of experience in master data management, with at least 5 years of hands-on experience with Profisee MDM. He will be responsible for leading the design, implementation, and maintenance of our master data management ...


  • Kelly Professional & Industrial Dallas, United States

    Kelly Services is currently seeking a detail-oriented and proactive Order Management Supply Chain Specialist to join our team and contribute to our continued success. · Overview: The Order Management Supply Chain Specialist will play a critical role in ensuring the smooth and eff ...


  • HCLTech Dallas, United States

    HCLTech is looking to hire a Senior Test Data Management Specialist for an ongoing engagement with our client who is the largest online search platform company. · Job Requirement and Responsibilities: · Should have overall experience of 11- 12yrs · Should have 5-8 years of TDM ex ...


  • Energy Transfer Dallas, United States

    We are seeking an experienced IT Project Manager with a background in Business Analysis to join our dynamic team. This role requires a unique blend of technical expertise and business acumen, making it an exciting opportunity for individuals who thri IT, Project Management, Speci ...


  • Foley & Lardner Dallas, United States

    Overview: · Foley & Lardner LLP is currently seeking an experienced Knowledge Management (KM) Specialist to join our Practice & Client Solutions team. The right candidate will support knowledge sharing and collaboration as part of the firms knowledge management initiatives. The ...