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Bank Of America Wealth Management Specialist - NR United States, New Jersey 623136407
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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
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