- Series7, 63/65 or 66 or equivalent; mustobtainall state registrations in support of Financial Advisor(s) and AdvisorTeam(s) IfSeries7, 63/65 or 66 orequivalentarenot currently held, must be obtained within a specified timeframe to be eligible for Specialist position.
- SAFEACTRegistration; ADV-2BRequired
- Obtainand/or maintain at leastonefirm approveddesignation within specified timeframe
- 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
- Possessand demonstrate strong communicationskills
- Understanding of how to deliver a strong overall client experience
- Thorough knowledge and understanding of thesuiteof Wealth Management products andservices
- Detailoriented with strong organizationalskills, and ability to manage multiple tasks and priorities atonce
- Strong partnership and relationship management skills; ability to work acrossEGP functionsand organizational lines/levels
- Ability to influence and demonstrate clear communication and collaboration with others to make sound decisions withoutdirectauthority
- Analytical skills with ability toidentifytrends, root cause and effects, and implement improved processes to increasegrowthand mitigaterisk
- Ability to identify client needs and concerns, and articulate appropriate approach to align solutions to goals to supportresponsiblegrowth
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Wealth Management Specialist - Paramus, United States - Bank of America
Description
Wealth Management Specialist - NRParamus, New Jersey
Job Description:
Business Overview:
Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.
Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
The Elite Growth Practice (EGP)Wealth ManagementSpecialistposition may be filled at a Trainee, Specialist or Senior level depending on experience of the candidate and needs of the Financial Advisor Team.
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.
The Wealth ManagementSpecialistisresponsible forperforminga variety of specialized functions across aFinancialAdvisorteamsuch as: Business Management, Business Development, Wealth Planning, Investment Management or Relationship Management.
Qualifications
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 .
