Bank Of America Internal Investment Advisory Specialist 

United States, New Jersey 

178250233

Job Description:

Job Description:

The Internal Investment Advisory Specialist (IIAS) will support Financial Advisors, Client Associates, and Advisory Leadership on all Merrill Investment Advisory Assets platforms in order to drive utilization of Investment Advisory platforms.

Responsibilities:

• The Internal Specialist shall handle inbound requests for assistance and will also conduct proactive outbound sales calls to the Firm's Financial Advisors to help drive sales growth in their respective assigned territories. Conversations will primarily be focused on implementation ideas, investment hypothetical generation and portfolio construction.
• The Internal Specialist shall partner with their Investment Advisory Specialists and other LOB specialists to achieve business results for their assigned territory.

• Internal Specialists are expected to record all of their relevant activities in , a client relationship management tool, in order to provide the data necessary to manage activity from a metrics driven perspective

Required Qualifications:

• 2+ years related sales experience
• 2 - 5 years experience in the financial services industry
• Bachelor’s degree required

• Ability to work under pressure, meet deadlines and meet clearly defined measurements
• Strong communication, interaction and presentation skills required
• Be flexible and adaptable
• Self-motivated, positive attitude and high energy are a must
• Must display a passion for achieving aggressive goals in innovative and highly professional ways

Desired Qualifications:

• Series 7 and 63/65 or 66 preferred, or must be willing to obtain within 120 days of start date
• Knowledge of professionally managed investment products and/or wealth management business preferred

• Knowledge of all ML product websites,hypothetical/illustrationtools, literature preferred

Skills:

• Client Management
• Client Solutions Advisory
• Customer and Client Focus
• Pipeline Management
• Relationship Building
• Collaboration
• Presentation Skills
• Prospecting
• Referral Management
• Wealth Planning
• Referral Identification

Bachelors degree required

1st shift (United States of America)