Sign In
 [New User? Sign Up]

Private Wealth Management Specialist

Bank of America

San Francisco, CA 94103
  • Financial Services
  • Management
  • Marketing
  • Government
  • Business
  • Save Ad
  • Email Friend
  • Print

Job Details

Private Wealth Management Specialist

San Francisco, California

**Job Description:**

MerrillLynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch 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.

The EliteGrowth Practice (EGP)Relationship Managerrole 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 behaviors related to the execution of the EGP model. This position is subject to SAFE Act registrationrequirements

TheElite Growth Practice (EGP)Relationship Managerpositionmay 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/ordesignation. Thisposition 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 approveddesignationare not currently held, mustbe obtainedwithin a specified timeframe to be eligible for Specialist position.

TheWealth ManagementSpecialistisresponsible forperforminga variety of specialized functions across aFinancialAdvisorteamsuch as: Business Management, Business Development, Wealth Planning, Investment Management or Relationship Management.TheWealth ManagementSpecialistprovidesquality clientserviceandeffectiveandefficientoperations support. He or shemay provideadvice and assist with training forlessexperienced team members. Executesproblemescalation and/or problemsolvingof diverse scopewhere extensiveanalysis and evaluation may be required. Exercises judgment withingenerallydefined practices and policiesinobtainingor determining solutions. Hasworkingknowledge of the Merrill Lynch Wealth Management business and specializedteamfunctions for which he orsheisassigned.


Series7, 63/65 or 66 or equivalent; mustobtainall state registrations in support of Financial Advisor(s) and AdvisorTeam(s) IfSeries7, 63/65 or 66 orequivalentarenot currently held, must be obtained within a specified timeframe to be eligible for Specialist position.

SAFEACTRegistration; ADV-2BRequired

Obtainand/or maintain at leastonefirm approveddesignation 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

Possessand demonstrate strong communicationskills

Understanding of how to deliver a strong overall client experience

Thorough knowledge and understanding of thesuiteof Wealth Management products andservices

Detailoriented with strong organizationalskills, and ability to manage multiple tasks and priorities atonce

Strong partnership and relationship management skills; ability to work acrossEGP functionsand organizational lines/levels

Ability to influence and demonstrate clear communication and collaboration with others to make sound decisions withoutdirectauthority

Analytical skills with ability toidentifytrends, root cause and effects, and implement improved processes to increasegrowthand mitigaterisk

Ability to identify client needs and concerns, and articulate appropriate approach to align solutions to goals to supportresponsiblegrowth

**This position is posted as a more senior position but is flexible to be filled as a lower level position if the posted qualifications are met by a strong lower level applicant.**


1st shift (United States of America)

**Hours Per Week:**


Learn more about this role

Full time


Manages People: No

Travel: No


Talent Acquisition Contact:

Referral Bonus:

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 and affirmative action, 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.

To view the "EEO is the Law" poster, CLICK HERE at .

To view the "EEO is the Law" Supplement, CLICK HERE at .

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.

To view Bank of Americas Drug-free workplace and alcohol policy, CLICK HERE .

Success begins with building relationships.

At Bank of America, our customers are at the center of everything we do. Our focus is on helping each one find the right financial solutions. With a wide range of career opportunities available, we invite you to realize your career goals with us while assisting customers with what matters most to them.

Welcome to Careers at Bank of America.

Powered ByLogo