Wealth Management Specialist
| Company | Bank of America |
|---|---|
| Location | Cincinnati, OH, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Entry Level/New Grad, Junior |
Requirements
- Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support. If Series 7, 63/65 or 66 or equivalent are not currently held, must be obtained within a specified timeframe to be eligible for Specialist position.
- SAFE Act Registration; ADV-2B Required
- Obtain and/or maintain at least one firm approved designation
- Possess and demonstrate strong communication skills
- Thorough knowledge and understanding of the suite of Wealth Management products and services
- Strong analytical and portfolio management skills with the ability to identify trends and implement investment strategies to increase growth and mitigate risk
- Ability to make sound decisions by having a deep understanding of investment management best practices and policies/procedures
- Ability to identify client needs and concerns and articulate appropriate approach to align solutions to goals in a suitable and controlled way
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.
- Prepare and present client performance review reports to measure their progress to goals.
Preferred Qualifications
-
No preferred qualifications provided.