Wealth Management Specialist: Planning & Growth

Bank of America; Dallas (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

Bank of America Merrill Wealth Management is seeking a Wealth Management Specialist to support Financial Advisors with business management, wealth planning, and relationship management. The role emphasizes client service, operational excellence, training, and problem solving within a regulatory framework.

The position requires securities registrations, a strong client focus, and the ability to manage multiple priorities while collaborating across teams.

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
• Obtain and/or 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

Responsibilities

• Provide quality client service and efficient operations support to a Financial Advisor team
• Assist with training for less experienced team members
• Escalate and solve problems; perform analysis to determine solutions
• Apply knowledge of Wealth Management products and services to support clients and teammates
• Ensure compliance with SAFE Act requirements for mortgage-related activities

Skills

Account Management

Business Acumen

Customer Service Management

Client Management

Portfolio Management

Referral Identification

Referral Management

Relationship Building

Administrative Services

Process Simplification

Education

High School Diploma / GED

Job description

Bank of America Merrill Wealth Management is seeking a Wealth Management Specialist to support Financial Advisors with business management, wealth planning, and relationship management. The role emphasizes client service, operational excellence, training, and problem solving within a regulatory framework.

The position requires securities registrations, a strong client focus, and the ability to manage multiple priorities while collaborating across teams.