Financial Services Specialist

7 days ago

Palo Alto, California, United States Bank of America Full time
About the Role

We are seeking a highly skilled Wealth Management Professional to join our team at Bank of America. As a key member of our Financial Services team, you will play a critical role in delivering exceptional client experiences and driving business growth.

Key Responsibilities
  • Provide high-quality client service and support to our Financial Advisors and Advisor Teams.
  • 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 to obtain or determine solutions.
  • Have working knowledge of the Merrill Lynch Wealth Management business and specialized team functions for which you are assigned.
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.
What We Offer

At Bank of America, we are committed to creating a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. We offer a comprehensive benefits package, including medical, dental, and vision coverage, as well as a 401(k) plan and employee stock purchase program.

We are an equal opportunity employer and welcome applications from diverse candidates. We are committed to creating an inclusive work environment that values diversity, equity, and inclusion.

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