Wealth Management Specialist

4 weeks ago

Los Angeles, California, United States Bank of America Full time
Job Description:

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experts helps clients pursue their financial goals through personalized advice and guidance.

We are seeking a highly skilled Wealth Management Specialist to join our team. As a key member of our Financial Advisor team, you will be responsible for performing a variety of specialized functions, including business management, business development, wealth planning, investment management, and relationship management.

Key Responsibilities:

  • Provide quality client service and effective operations support
  • Perform a variety of specialized functions, including business management, business development, wealth planning, investment management, and relationship management
  • Execute problem escalation and/or problem-solving of diverse scope, requiring extensive analysis and evaluation
  • Exercise judgment within generally defined practices and policies in obtaining or determining solutions

Requirements:

  • Series 7, 63/65 or 66 or equivalent; must obtain all state registrations in support of Financial Advisor(s) and Advisor Team(s)
  • SAFE ACT Registration; ADV-2B Required
  • Obtain and/or maintain at least one firm-approved designation within a specified timeframe
  • 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
  • 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

Benefits:

This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

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, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws.

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