Wealth Management Specialist
Bank of America · Los Angeles, CA · 1 wk ago
FinanceFull-time
Core Responsibilities
- Develop and service client segments and the next generation and their next generations and beneficiaries.
- Gather additional assets from existing client base and deepen relationships by partnering with all Merrill partners to deliver a full breadth solutions.
- Coordinate technological support through the development of portfolio analysis, proposals and direct mail campaigns utilizing Salesforce and other tools and resources.
- Provide technical expertise in certain product areas (e.g. Corporate 401(k), Rule 144, Insurance, Wealth Management Workstation).
- Provide marketing and organizational support.
Requirements
- Either Series 7 and 66 licenses or Series 7, 63, and 65 licenses; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support.
- SAFE ACT Registration.
- Possess and demonstrate strong communication skills.
- Ability to lead through collaboration and influence without direct authority.
- Detail oriented with strong organizational skills, and ability to manage multiple tasks and priorities at once.
- Thorough knowledge and understanding of the suite of Wealth Management products and services.
- Proven ability to manage risk and support sound decisions.
- Ability to research escalated client issues for response/resolution.
Shift
1st shift (United States of America)
Hours Per Week
37.5