Senior Wealth Management Consultant

2 weeks ago

Lincoln, Nebraska, United States Bank of America Full time
Job Overview:

At Bank of America, we are dedicated to fostering genuine, impactful relationships with individuals and businesses nationwide. Every day, we engage with millions of clients through our expanding team of specialists and our exceptional digital platform. Our goal is to offer care and guidance to our clients at critical moments in their financial journeys—whether they are embarking on new ventures, purchasing a home, starting a family, or planning for retirement.

We are in search of passionate individuals eager to assist clients in achieving their financial aspirations. Join our Advisor Development Program and become a Financial Solutions Consultant at one of our numerous financial center locations across the country. This role is essential for seasoned advisors aiming to advance within a premier organization.

From the outset, you will benefit from training provided by our award-winning Academy at Bank of America. This program offers practical experience, tailored coaching, and courses designed to help you evolve into the advisor you aspire to be. The Academy goes beyond investment strategies, equipping you to evaluate a client's comprehensive financial landscape and provide informed advice and solutions to enhance their financial well-being.

With proven success, you will have limitless career advancement opportunities within Bank of America and Merrill. The Academy will support your journey with dedicated programs, tools, and resources throughout your career.

This position is subject to registration requirements under the SAFE Act. All employees involved in residential loan mortgage originations must register with the federal registry system and maintain good standing. Failure to secure and/or uphold SAFE Act registration may lead to immediate termination.

We Offer You:
  • A pathway to a successful career at Bank of America through exceptional training and onboarding programs designed for your success.
  • Personalized coaching from Academy managers committed to your growth. You will be enrolled in the Advisor Development Program, part of The Academy, to cultivate your skills as an advisor.
  • Comprehensive advice delivery, confident client presentations, and strategic recommendations to help clients meet their financial goals and life priorities.
  • Knowledge of core banking and investment solutions, connecting clients to the array of services we offer.
  • The opportunity to build your network. Starting at a financial center, you will engage with a diverse clientele, including banking customers, small business owners, and high-net-worth individuals.
  • Connections to a wide range of experts, from mortgage lenders to investment analysts, within the financial ecosystem.
  • Continuous learning and growth opportunities, with ongoing career development support and advancement potential within Bank of America and Merrill.
  • Possibilities to achieve additional professional designations such as Certified Financial Planner (CFP) or Chartered Retirement Planning Counselor (CRPC), or utilize approved tuition reimbursement for further education.
As a Senior Financial Solutions Consultant, you can anticipate:
  • Unlimited potential for financial growth.
  • A robust referral network across the business to enhance client acquisition.
  • Comprehensive marketing support to broaden your reach and appeal.
  • Ongoing professional development to refine your skills and adapt to industry changes.
  • Leadership opportunities, including leading client seminars and mentoring junior associates.
Our Culture:
  • We believe in responsible growth and are dedicated to supporting the communities we serve.
  • We provide continuous training and development opportunities to help individuals achieve their goals, regardless of their background or experience.
  • We value diversity, recognizing that it strengthens our ability to connect with and meet the varied needs of our clients worldwide.
  • We are committed to advancing our tools, technology, and operational methods, always prioritizing our clients' evolving needs.
Required Qualifications:
  • Possession of Series 7 & 65 (or 66) licenses.
  • Over one year of experience in the investment sector, including investment training and comprehensive knowledge of investment products and services.
  • Over one year of experience in the financial services industry and/or a sales environment with a track record of meeting or exceeding goals.
  • Achievement of additional professional designations such as Certified Financial Planner (CFP) or Chartered Retirement Planning Counselor (CRPC) by the start date.
  • Management of $15 million in Assets Under Management (AUM) for Field roles and $25 million in AUM for Centralized/National roles.
  • Goal-oriented, with a proven ability to achieve set objectives.
  • Strong relationship-building skills.
  • Effective collaboration with others to accomplish tasks.
  • Confident communication skills, comfortable engaging with all clients.
  • Ability to manage goals, navigate complexities, prioritize tasks, and execute in a fast-paced environment.
  • A willingness to learn, adapt to new information, and seek appropriate solutions for clients.
  • Efficient time and capacity management.
  • Thorough and thoughtful incorporation of relevant regulatory due diligence into daily activities and long-term client strategies.
Desired Qualifications:
  • At least three years of experience in the financial services industry and/or a sales environment with a record of meeting or exceeding goals.
  • Strong computer skills with the ability to multitask in a demanding environment.
  • Possession of insurance licenses.
Shift:
1st shift (United States of America)

Hours Per Week:
40

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