Wealth Management Specialist

Bank of America (GHR)

Lexington, United States
On-site
Client service and operations support
Resolving client issues and analyzing data
Knowledge of wealth management products
Bank of America is seeking a Wealth Management Specialist for its Merrill Wealth Management division in Lexington, USA. The role involves supporting Financial Advisors through client service, operations, and relationship management, with a focus on goals-based wealth planning

Job Summary

  • Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.
  • This job is responsible for performing a variety of specialized functions across a team of Financial Advisors, such as business management, business development, wealth planning, investment management, or relationship management.
  • This EGP Trainee is a training program to develop and prepare candidates to further develop and service the FA Teams client base.

Matching Summary

Match Score: 85

Bank of America is seeking a Wealth Management Specialist for its Merrill Wealth Management division in Lexington, USA. The role involves supporting Financial Advisors through client service, operations, and relationship management, with a focus on goals-based wealth planning.

Skills & Requirements

Must-have

  • Client service and operations support
  • Resolving client issues and analyzing data
  • Knowledge of Wealth Management products
  • Investment management best practices
  • Identifying client needs and concerns

Nice-to-have

  • Culture driven, resilient, results focused
  • Diversity in thoughts and backgrounds
  • Partnership with Merrill partners
  • Leveraging Salesforce and other tools

Key Requirements

  • Series 7 and 66 or Series 7, 63 and 65 licenses
  • SAFE Act Registration; ADV-2B Required
  • Obtain and/or maintain at least one firm approved designation
  • High School Diploma / GED / Secondary School or equivalent

Work Rights

Not specified

Tailored Resume

Cover Letter