Bank of America Corporation
Location
Alpharetta, GA | United States
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!
This job is responsible for working with Financial Advisor (FA) teams to provide comprehensive financial planning solutions. Key responsibilities include identifying strategic investment opportunities, driving financial planning by gathering and analyzing data to create robust financial plans, fostering internal relationships, and supporting FAs with business development activities. Job expectations include having a comprehensive understanding of the suite of solutions, platforms, and initiatives across the bank. 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:
Leverages extensive financial data to identify possible solutions to meet client needs and goals
Schedules, prepares, and attends client meetings to review plans, capture changes, and discuss next steps
Coaches and trains Wealth Planners to monitor, update, and maintain client information in a related planning tool and plan on a consistent basis
Engages with specialists and partners to address client needs and deliver solutions
Participates in business development activities with Financial Advisors to expand the bank's client base to maintain growth and profitability
Partners with Line of Business specialists and specialists across the enterprise to expand wealth planning strategy opportunities, while leveraging knowledge of Estate and Gift Taxes, Philanthropy, Trust Structures, Insurance, Income Tax Planning, and Investment Management strategies
Skills:
Business Development
Client Investments Management
Portfolio Analysis
Portfolio Management
Wealth Planning
Causation Analysis
Client Management
Data Visualization
Risk Modeling
Trading and Investment Analysis
Investment Management
Referral Identification
Role Requirements:
Shift:
1st shift (United States of America)Hours Per Week:
40Job tags
Salary