Bank Of America Wealth Management Specialist - NR 

United States, New York, New York 

832729526

Job Description:

Job Description:

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.

The Wealth Managementresponsible fora variety of specialized functions across aquality clientoperations support. He or shemay provideadvice and assist with training forescalation and/r problemof diverse scopewhere extensiveanalysis and evaluation may be required. Exercises judgment withindefined practices and policiesor determining solutions. Hasfunctions for which he or

Qualifications:

7, 63/65 or 66 or equivalent; mustall state registrations in support of Financial Advisor(s) and Advisor, 63/65 or 66 ornot currently held, must be obtained within a specified timeframe to be eligible for Specialist position.

; ADV-2B

and/or maintain at leastfirm approveddesignation within specified timeframe

and demonstrate strong communication

Understanding of how to deliver a strong overall client experience

Thorough knowledge and understanding of theof Wealth Management products and

oriented with strong organizationalskills, and ability to manage multiple tasks and priorities at

Strong partnership and relationship management skills; ability to work acrossEGP functionsand organizational lines/levels

Analytical skills with ability totrends, root cause and effects, and implement improved processes to increaseand mitigate

Ability to identify client needs and concerns, and articulate appropriate approach to align solutions to goals to support

1st shift (United States of America)