Wealth Management Solutions Consultant

2 weeks ago

Beverly, Massachusetts, United States Bank of America Full time
Job Overview:

At Bank of America, our mission is to enhance financial well-being through meaningful connections. We are committed to Responsible Growth, which guides our operations and ensures we serve our clients, colleagues, communities, and shareholders effectively.

We strive to create a diverse and inclusive environment, welcoming individuals from various backgrounds and experiences. Our investment in our teammates and their families is reflected in our competitive benefits that support their overall well-being.

Bank of America values collaboration while also providing flexibility tailored to different roles within our organization.

Working with us offers a rewarding career filled with opportunities for personal and professional growth, empowering you to make a significant impact.

Position Responsibilities:
This role involves engaging with affluent clients who have annual revenues ranging from $100k to $5mm. You will identify their needs, cultivate relationships, assess investment objectives, and formulate investment strategies that align with the aspirations of both current and potential clients. Key duties include leveraging technology to drive business growth, conducting profiling activities to understand clients' investment profiles and financial goals, building a sustainable client portfolio, and facilitating career development opportunities within the bank. This position requires compliance with SAFE Act registration protocols.

Key Duties Include:
  • Delivering customized financial advice through client reviews and presentations, assessing financial objectives, and recommending investment strategies.
  • Communicating optimal solutions tailored to clients' financial needs, including core banking and investment options.
  • Collaborating with Financial Advisor teams to expand their networks by sharing market insights and discussing new product offerings.
  • Utilizing the full range of resources available within the bank to benefit clients or prospects.
  • Developing and managing a client portfolio to meet and exceed established financial targets, demonstrating readiness for advancement as an advisor.
  • Prioritizing client inquiries and connecting them with appropriate internal service providers based on their needs and asset levels.
Advisor Development Program (ADP) Pathway:

As a Merrill Financial Solutions Advisor (MFSA), you will receive comprehensive training and mentorship to guide you on your journey to becoming a successful and independent financial advisor. You will work with both affluent and high-net-worth clients, identifying their needs, nurturing relationships, reviewing investment goals, and crafting investment recommendations that align with their objectives. This role will equip you with essential relationship management skills necessary for operating in an Elite Growth Practice (EGP).

We Offer:
  • Training and mentorship from dedicated managers invested in your success, along with enrollment in our Academy to develop your advisory skills.
  • Opportunities to build connections and expand your network, interacting with financial advisors and high-net-worth clients.
  • Confidence in delivering advice through client reviews and presentations, including financial goal assessments and investment strategy recommendations.
  • Access to a comprehensive suite of financial solutions, connecting clients to the best options available through Bank of America and Merrill.
As a Merrill FSA, You Can Expect:
  • A robust referral network to enhance opportunities for acquiring affluent and high-net-worth clients.
  • Marketing strategies designed to reach broader audiences effectively.
  • Continuous professional development to refine your skills and adapt to industry changes.
  • Potential for career advancement and leadership opportunities, including leading client seminars.
Our Culture:
  • We are dedicated to fostering a workplace where every employee feels valued and supported in their career advancement.
  • We believe that diversity strengthens our ability to meet the varied needs of our global clientele.
  • We provide ongoing training and development opportunities to help employees achieve their professional goals.
  • We are committed to enhancing our tools, technology, and operational methods to prioritize client needs.
  • We believe in responsible growth and actively support communities by connecting them to essential financial resources.
Required Qualifications:
  • Possession of Series 7 and 65 (or 66) licenses.
  • A minimum of two years' experience in the financial services industry or a sales environment with a track record of meeting or exceeding goals.
  • At least one year of experience in the investment sector, with in-depth knowledge of investment products and services.
  • Self-motivated with effective time management skills.
  • Goal-oriented with a proven ability to achieve objectives.
  • Strong relationship-building skills.
  • Effective collaboration skills to accomplish tasks.
  • Confident communication skills, comfortable engaging with all clients.
  • Adept at managing goals and navigating complexities in a fast-paced environment.
  • Willingness to learn and adapt to new information to provide optimal solutions for clients.
  • Thorough understanding of regulatory compliance in daily activities and long-term client strategies.
Desired Qualifications:
  • Demonstrated ability to foster partnerships and promote lead generation.
  • Experience in balancing investment management, sales activities, and client development.
  • Strong computer proficiency and multitasking capabilities in a demanding environment.
  • Bachelor's degree, preferably in a business-related field.
  • Additional professional designations such as Certified Financial Planner (CFP) or Chartered Retirement Planning Counselor (CRPC) are advantageous.
  • Possession of insurance licenses.
Skills:
  • Account Management
  • Client Investment Management
  • Client Relationship Management
  • Client Solutions Advisory
  • Relationship Development
  • Advisory Services
  • Business Development
  • Fraud Prevention
  • Pipeline Management
  • Portfolio Management
  • Client Experience Enhancement
  • Issue Resolution
  • Prospecting
  • Referral Generation
  • Sales Performance Management
Shift:
1st shift (United States of America)

Hours Per Week:
40

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