Elite Growth Practice Wealth Management Professional

7 days ago

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

This is a unique opportunity to join Bank of America's Wealth Management team as an Elite Growth Practice (EGP) Wealth Management Specialist. As a key member of our team, you will play a vital role in delivering exceptional client experiences and driving business growth.

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.
About Bank of America

Bank of America is a leading financial institution committed to delivering exceptional client experiences and driving business growth. We value diversity, equity, and inclusion and strive to create a workplace that is culture-driven, resilient, results-focused, and effective.

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