Wealth Management Specialist - NR
Company: Disability Solutions
Location: Amarillo
Posted on: May 3, 2024
|
|
Job Description:
Job Description:At Bank of America, we are guided by a common
purpose to help make financial lives better through the power of
every connection. Responsible Growth is how we run our company and
how we deliver for our clients, teammates, communities and
shareholders every day. One of the keys to driving Responsible
Growth is being a great place to work for our teammates around the
world. We're devoted to being a diverse and inclusive workplace for
everyone. We hire individuals with a broad range of backgrounds and
experiences and invest heavily in our teammates and their families
by offering competitive benefits to support their physical,
emotional, and financial well-being. Bank of America believes both
in the importance of working together and offering flexibility to
our employees. We use a multi-faceted approach for flexibility,
depending on the various roles in our organization. Working at Bank
of America will give you a great career with opportunities to
learn, grow and make an impact, along with the power to make a
difference. Join us!The Elite Growth Practice (EGP) Wealth
Management Specialist role is a position on the Financial Advisor
Team which operates in a capacity to further develop and service
the client base. They are responsible for implementing and
executing the Elite Growth Practice Model (EGP) in their specific
functional role. Specific accountabilities for the role may vary
depending on the teams practice. Performance is measured through
specific goals, metrics and behavior's related to the execution of
the EGP model. This position is subject to SAFE Act registration
requirements.The Elite Growth Practice (EGP) Wealth Management
Specialist 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.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 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 this position requires
SAFE Act registration, employees are 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.Responsibilities:
Keywords: Disability Solutions, Amarillo , Wealth Management Specialist - NR, Executive , Amarillo, Texas
Click
here to apply!
|