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Bank Of America Wealth Management Specialist - NPD United States, Georgia, Atlanta 676938518
The Elite Growth Practice (EGP)role is a position on the Financial Advisor Team which operates in a capacity to further develop and service the client base. They are responsible for implementing and executing the Elite Growth Practice Model (EGP) in their specific functional role. Specific accountabilities for the role may vary depending on the teams practice. Performance is measured through specific goals, metrics and behavior’s related to the execution of the EGP model. This position is subject to SAFE Act registration requirements
The Elite Growth Practice (EGP)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.
Role Responsibilities
- Identify and own the client onboarding process
- Document client interactions and provide team with time sensitive updates
- Execute on team service model
- Assist the Financial Advisor Team and/or Senior Business Manager in developing, and monitoring the team's client book segmentation strategy
- Engage specialists/partners to address client's needs
- Identify and own the client off boarding process
- Attend client review meetings to assist in re-discovery conversations, capture notes and follow up in Sales Force, and track all actions/activities to ensure highest level of client service
- Monitor and report on client satisfaction and manage the resolution of client escalations
Qualifications
- Series 7, 63/65 or 66 or equivalent; must obtain all state registrations in support of Financial Advisor(s) and Advisor Team(s) 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
- 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
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