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Bank Of America Wealth Management Specialist-NR 
United States, New York, New York 
594492952

10.09.2024

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Job Description:

Job Description:
This EGP 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 become fully license and require 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. Specific accountabilities for the role may vary depending on the teams practice. Performance is measured by the FA or FA team through specific goals, metrics, and behaviors related to the execution of the EGP model. Core 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. 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. Role is designed to allow employees to study and obtain all required registrations

is responsible 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 policiesobtaining or determining solutions. Hasfunctions for which he oris assigned.


Qualifications

7, 63/65 or 66 or equivalent; mustall state registrations in support of Financial Advisor(s) and AdvisorIf Series7, 63/65 or 66 or equivalentare not currently held, must be obtained within a specified timeframe to be eligible for Specialist position.
ACT Registration; ADV-2B
Obtain 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
Detail oriented with strong organizationalskills, and ability to manage multiple tasks and priorities at once
Strong partnership and relationship management skills; ability to work across EGP functions and 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

High School Diploma / GED / Secondary School or equivalent

1st shift (United States of America)

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