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Wealth Management Solutions Consultant

2 months ago

Baltimore, Maryland, United States Bank of America Full time

Job Overview:


This position entails collaborating with affluent clients whose annual revenues range from $100k to $5mm. The primary focus is on identifying client needs, fostering relationships, assessing investment objectives, and formulating investment recommendations that align with the aspirations of both current and potential clients.

Key Responsibilities:
Utilize technology to drive business growth, engage in profiling activities to ascertain a client's investment profile and financial objectives, cultivate a sustainable client portfolio, and create pathways for advisors to advance their careers within the organization.

This role is subject to registration requirements under the SAFE Act.

In accordance with the SAFE Act, all employees involved in residential mortgage loan originations must register with the federal registry system and maintain good standing.

As this role necessitates SAFE Act registration, employees must complete the required background check and registration process. Failure to secure and/or uphold SAFE Act registration may lead to disciplinary measures, including termination.

Client Engagement:


Deliver customized and personalized advice to clients through comprehensive reviews and presentations, including evaluating financial objectives and proposing investment advisory strategies.

Effectively communicate solutions tailored to clients' financial needs, including core banking services and investment solutions.

Collaborate with Financial Advisor teams to expand their network by sharing pertinent market insights and discussing new products to foster portfolio growth.

Leverage the full range of resources available within the organization to benefit clients or prospects.

Develop and expand a client portfolio to meet and exceed established financial targets, demonstrating the ability to progress to the next level as an advisor.

Prioritize client inquiries and facilitate introductions to appropriate internal service providers based on client requirements and asset levels.

Advisor Development Program (ADP):

During this phase of your career, the Wealth Management Solutions Consultant will provide essential training and mentorship through a structured path to becoming a successful and independent financial advisor.

You will have the opportunity to engage with both affluent and high-net-worth clients, identifying needs, nurturing relationships, assessing investment goals, and crafting investment recommendations that align with client objectives.

In this role, you will cultivate the relationship management skills necessary to thrive in an Elite Growth Practice.

From personal branding to managing your own practice, we will equip you with the tools needed for success.

The Wealth Management Solutions Consultant role offers experienced advisors the chance to pursue a career within the organization.

Once you have refined your skills and demonstrated success in this role, you will typically advance to the next stage of training.



Support and Development:
Receive training and personalized mentorship from managers dedicated to your success. You will enroll in our Academy to develop as an advisor, with ample growth potential.
Build connections to expand your network and business. Starting at a branch, you will interact with financial advisors, institutional retirement participants, and high-net-worth clients.

Deliver advice through client reviews and presentations with confidence, including assessments of financial goals and recommending investment strategies to help clients achieve their financial aspirations.

Learn about the comprehensive suite of financial solutions.

Connect clients to options that serve their best interests, such as core banking services and investment solutions, to meet their financial needs.

As a Wealth Management Solutions Consultant, you can anticipate:

A robust referral network across the organization to enhance opportunities for acquiring affluent and high-net-worth clients, along with access to specialists in various fields.

Marketing strategies designed to reach broader audiences effectively.
Continuous professional development to enhance your skills and optimize your practice as the industry evolves.
Potential opportunities for career advancement.
Leadership roles, including leading client and conference seminars.

Our Culture:


We are committed to fostering a workplace where every employee feels welcomed and supported in their career development.

We believe that diversity strengthens our organization, enabling us to connect with and meet the diverse needs of our clients globally.

We provide ongoing training and development opportunities to help employees achieve their goals, regardless of their background or experience.
We are dedicated to advancing our tools, technology, and operational methods.

We believe in responsible growth and are committed to supporting communities worldwide by connecting them to the lending, investing, and philanthropic resources they need to thrive.


Required Qualifications:
Possession of Series 7 & 65 (or 66) licenses
Minimum of two years' experience in the financial services industry and/or a sales environment with a proven track record of meeting or exceeding goals
At least one year of experience in the investment sector, including investment training and comprehensive knowledge of investment products and services
Self-motivated individual who effectively manages time and workload
Ability to set and achieve goals
Strong relationship-building skills
Effective collaboration with others to accomplish tasks
Confident communication skills, comfortable engaging with all clients
Ability to manage goals, navigate complexity, prioritize tasks, and execute in a fast-paced environment
Willingness to learn, adapt to new information, and seek optimal solutions for clients
Thorough in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients

Desired Qualifications:
Demonstrated ability to partner and promote lead generation
Experience balancing investment management, sales activities, and new client development
Strong computer skills and the ability to multitask in a demanding environment
Bachelor's degree, preferably in a business-related field
Additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)
Obtained insurance licenses

Skills:
Account Management
Client Investments Management
Client Management
Client Solutions Advisory
Relationship Building
Advisory Business Development
Fraud Management
Pipeline Management
Portfolio Management
Client Experience
Branding
Issue Management
Prospecting
Referral Identification
Sales Performance Management
Shift: 1st shift (United States of America)

Hours Per Week: 40

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