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Wealth Management Specialist

2 months ago

Dallas, Texas, United States Bank of America Full time

Job Summary:

The Elite Growth Practice (EGP) Wealth Management Specialist is a key member of the Financial Advisor Team, responsible for delivering exceptional client service and driving business growth. This role requires a strong understanding of wealth management products and services, as well as excellent communication and relationship-building skills.

Key Responsibilities:

  • Provide quality client service and effective operations support by resolving client issues and analyzing data to address risk issues and trends
  • Escalate issues and provide resolution on complex inquiries, requests, and problems related to client concerns
  • Document client interactions and provide team members with time-sensitive updates
  • Attend client review meetings to capture notes, document in Salesforce, and tracks all actions/activities to ensure the highest level of client service is provided
  • Provide advice and assists with training for team members

Requirements:

  • 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
  • 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

Education:

High School Diploma / GED / Secondary School or equivalent

Work Environment:

This role 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.