Wealth Management Specialist

Bank of America (GHR)

Boston, MA, US
Base: $28.85 - $45.00 hourly; bonus/equity: formul...
Series 7 license required
Series 63/65 or 66 license required
Safe act registration required
This role serves as a training program to develop candidates into fully licensed Financial Advisors supporting the Elite Growth Practice

Job Summary

  • This role serves as a training program to develop candidates into fully licensed Financial Advisors supporting the Elite Growth Practice.
  • The position involves developing client segments, gathering assets, and providing technical expertise in areas like corporate 401(k) and insurance.
  • Employees are eligible for formulaic incentives based on performance metrics and receive industry-leading benefits including paid time off.

Matching Summary

This role serves as a training program to develop candidates into fully licensed Financial Advisors supporting the Elite Growth Practice.

Salary

Base: $28.85 - $45.00 hourly; Bonus/Equity: Formulaic incentive eligible; Benefits: Industry-leading benefits and PTO included

Skills & Requirements

Must-have

  • Series 7 license required
  • Series 63/65 or 66 license required
  • SAFE Act registration required
  • Portfolio analysis skills
  • Client relationship management
  • Investment product knowledge

Nice-to-have

  • Strong communication skills
  • Analytical mindset
  • Team collaboration
  • Diversity and inclusion focus
  • In-office culture adherence

Key Requirements

  • Obtain Series 7 and 63/65 (or 66) licenses
  • Secure SAFE Act registration
  • Maintain firm-approved designation
  • High School Diploma or equivalent
  • State registrations matching supported advisors

Work Rights

Not specified

Tailored Resume

Cover Letter