Bank Of America Wealth Management Specialist - NPD 

United States, New Jersey 

306892121

Job Description:

This EGP Specialist Trainee is a training program to develop and prepare candidates to further develop and service the FA Teams client base. The Trainee role allows EGP Specialist to achieve the appropriate designations before taking on the full EGP Specialist role. This position operates in a marketing and sales development role by implementing and executing the Elite Growth Practice (EGP). Specific accountabilities for the role may vary depending on the team’s practice. Performance is measured by the FA or FA team through specific goals, metrics, and behaviors related to the execution of the EGP model. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Requirements: Either SIE, Series 7 and 66 registrations or SIE, Series 7, 63, and 65.

position may be filled at a Trainee, Specialist or Senior level depending on experience of the candidate and needs of the Financial Advisor Team. The Trainee is a non-exempt position for a hire lacking required security licenses and/or designation. This position allows the individual to become fully licensed and achieve the appropriate designations required for the position. If Series 7 and 66 (or 63 & 65) licenses and approved designation are not currently held, must be obtained within a specified timeframe to be eligible for Specialist position.

Responsibilities:

• Provides quality client service and effective operations support by resolving client issues and analyzing data to address risk issues and trends
• Escalates issues and provides resolution on complex inquiries, requests, and problems related to client concerns
• Documents client interactions and provides team members with time sensitive updates
• Attends client review meetings to capture notes, document in Salesforce, and tracks all actions/activities to ensure the highest level of client service is provided
• Provides advice and assists with training for team members

Required Qualifications:

• 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
• Individuals in this role are required to maintain a Form ADV -2B, which provides clients details on individuals experience and educational background, along with other requirements governed by the U.S. Securities and Exchange Commission (“SEC”)
• Obtain and/or maintain at least one firm approved designation
• 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

Skills:

• Account Management
• Business Acumen
• Customer Service Management
• Client Management
• Portfolio Management
• Referral Identification
• Referral Management
• Relationship Building
• Administrative Services
• Process Simplification

High School Diploma / GED / Secondary School or equivalent