Bank Of America Wealth Management Specialist - NPD 

United States, California, Santa Monica 

703059908

Job Description:

Job Description:
This EGP Specialist 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 achieve 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 (EGP). 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. 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.

Requirements:

• Either SIE, Series 7 and 66 registrations or SIE, Series 7, 63, and 65.

• 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

• Understanding of how to deliver a strong overall client experience

• Thorough knowledge and understanding of the suite of Wealth Management products and services

• Ability to identify opportunities for business growth, develop strategic initiatives and drive to achieve desired results / track success

• Strong partnership and relationship management skills with ability to analyze and prioritize leads / referrals that maximize team business development strategy

• Ability to make sound decisions by having a deep understanding of acquisition best practices and policies/procedures

• Ability to identify client needs and concerns, and articulate appropriate approach to align solutions to goals in a suitable and controlled way

• Proven ability to manage risk and make sound decisions

**The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA

1st shift (United States of America)