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Wealth Management Specialist

Bank of America | Missoula MT 59812 USA | Full Time | Posted: 11/28/2023

Job Descriptiontop

Job Description:

The Wealth Management Specialist is responsible for performing a variety of specialized functions across a Financial Advisor team such as: Business Management, Business Development, Wealth Planning, Investment Management or Relationship Management. The Wealth Management Specialist provides quality client service and effective and efficient operations support. He or she may provide advice and assist with training for less experienced team members. Executes problem escalation and/or problem solving of diverse scope where extensive analysis and evaluation may be required. Exercises judgment within generally defined practices and policies in obtaining or determining solutions. Has working knowledge of the Merrill Lynch Wealth Management business and specialized team functions for which he or she is assigned.


Series 7, 63/65 or 66 or equivalent; must obtain all state registrations in support of Financial Advisor(s) and Advisor Team(s) If Series 7, 63/65 or 66 or equivalent are not currently held, must be obtained within a specified timeframe to be eligible for Specialist position.
SAFE ACT Registration; ADV-2B Required
Obtain and/or maintain at least one firm approved designation within specified timeframe
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
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 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


1st shift (United States of America)

Hours Per Week:


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Location Missoula, MT, 59812, United States
Categories Unspecified

Location Maptop

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Job Code 23013767

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