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

    Bank of America
    Bank of America Dallas, United States

    3 weeks ago

    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 .
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