Wealth Management Specialist

at Bank of America in Missoula, Montana, United States

Job Description

Wealth Management Specialist

Missoula, Montana

To proceed with your application, you must be at least 18 years of age.

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To proceed with your application, you must be at least 18 years of age.

Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Missoula/Wealth-Management-Specialist—FP-\_26008164)

Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position.

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Job Description:

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

Job Description:

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. Key responsibilities include providing quality client service, and operations support and executing problems where extensive analysis and evaluation is required. Job expectations include having knowledge of the Merrill Wealth Management business and supporting team members as needed. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Responsibilities:

Provides quality client service and effective operations support by resolving client issues and analyzing data to address risk issues and trends

Escalates issues and provides resolution on complex inquiries, requests, and problems related to client concerns

Documents client interactions and provides team members with time sensitive updates

Attends client review meetings to capture notes, document in Salesforce, and tracks all actions/activities to ensure the highest level of client service is provided

Provides advice and assists with training for team members

Required Qualifications:

Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support

SAFE ACT Registration; ADV-2B Required

Maintain at least one firm approved designation

Demonstrated expertise and impact in at least two of the following specialized functions: Wealth Planning, Investment Management, Business Development, Business Management and/or Relationship Management

Possess and demonstrate strong communication skills

Demonstrate an understanding of how to deliver a strong overall client experience

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

Detail oriented with strong organizational skills and ability to manage multiple tasks and priorities at once

Strong partnership and relationship management skills; ability to work across Elite Growth Program (EGP) functions and organizational lines/levels

Ability to influence and demonstrate clear communication and collaboration with others to make sound decisions without direct authority

Analytical skills with ability to identify trends, root cause and effects and implement improved processes to increase growth and mitigate risk

Ability to identify client needs and concerns and articulate appropriate approach to align solutions to goals to support responsible growth?

Skills:

Account Management

Business Acumen

Customer Service Management

Client Management

Portfolio Management

Referral Identification

Referral Management

Relationship Building

Administrative Services

Process Simplification

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy

Shift:

1st shift (United States of America)

Hours Per Week:

40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

View your “Know your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088\EEOC\KnowYourRights6.12.pdf) " poster.

View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based