Wealth Management Specialist

5 days ago

San Antonio, Texas, United States Bank of America Full time
About the Role

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. As a Wealth Management Specialist, you will play a key role in driving Responsible Growth by being a great place to work for our teammates around the world.

We are 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.

As a Wealth Management Specialist, you will be responsible for supporting the Financial Advisor (FA) team to further develop and enhance existing client relationships. Key responsibilities include serving as a key point of contact for clients on any non-administrative requests/needs while supporting relationship management activities and developing, implementing, and monitoring the team's client service model.

Key Responsibilities
  • Client Relationship Management: Serve as a key point of contact for clients on any non-administrative requests/needs while supporting relationship management activities.
  • Client Onboarding: Manage aspects of the client relationship process, including client onboarding and resolving escalations.
  • Client Service Model: Execute on the team service model, including engaging with specialists/partners to address client's needs.
  • Client Book Segmentation: Assist the Financial Advisor team and/or Senior Business Managers in developing and monitoring the team's client book segmentation strategy.
Requirements
  • Education: High School Diploma / GED / Secondary School or equivalent.
  • Licenses: Either Series 7 and 66 licenses or Series 7, 63, and 65 licenses.
  • SAFE ACT Registration: Individuals in this role are required to maintain a Form ADV -2B, which provides clients details on individuals experience and educational background, along with other requirements governed by the U.S. Securities and Exchange Commission (SEC).
  • Designations: Obtain and/or maintain at least one firm-approved designation.
  • Communication Skills: Possess and demonstrate strong communication skills.
  • Leadership Skills: Ability to lead through collaboration and influence without direct authority.
  • Organizational Skills: Detail-oriented with strong organizational skills, and ability to manage multiple tasks and priorities at once.
  • Product Knowledge: Thorough knowledge and understanding of the suite of Wealth Management products and services.
  • Risk Management: Proven ability to manage risk and support sound decisions.
About Bank of America

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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