Wealth Management and Investment Specialist

6 days ago


San Antonio, Texas, United States Bank of America Full time
Job Description

Wealth Management Specialist - NPD at Bank of America


Job Summary

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. As a Wealth Management Specialist, you will be responsible for supporting the Financial Advisor team in developing and enhancing existing client relationships.


Key Responsibilities

  1. Track client actions and activities to ensure high-level client service and present timely updates to the team.
  2. Attend client review meetings to assist with relationship deepening conversations.
  3. Execute the team service model, engaging with specialists and partners to address client needs.
  4. Manage aspects of the client relationship process, including client onboarding and resolving escalations.
  5. Assist the Financial Advisor team in developing and monitoring the team's client book segmentation strategy.

Requirements

Either SIE, Series 7 and 66 registrations or SIE, Series 7, 63, and 65 licenses are required. SAFE ACT Registration is also necessary. Individuals in this role must maintain a Form ADV -2B and obtain and/or maintain at least one firm-approved designation.


About Bank of America

Bank of America is committed to creating a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. We value diversity in our thoughts, business, and within our employees and clients.


Equal Employment Opportunity

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.



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