Consumer Investments Specialist page is loaded
Consumer Investments Specialist
Apply locations Pennington time type Full time posted on Posted Yesterday job requisition id 24016053
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 Consumer Investments Specialist is responsible for proactive outreach to GWIM Financial Advisors in their assigned market to build strong partnerships, assist/train them in identifying when client needs match with Merrill Edge solutions, and coordinate referral and fulfillment efforts. They will act as the Merrill Edge personalized point of contact for those Financial Advisors and provide value-added services including market-wide and individual presentations. The Consumer Investments Specialist is accountable for defined and measurable goals including relationship building activity and market performance goals.
Below are several key competencies for individuals interested in this role:
* Establish, develop and maintain relationships
* Demonstrate expert knowledge of financial strategy/wealth management/investment processes and the associated products, services, and platforms available across the enterprise
* Work independently, manage and grow professional relationships
* Demonstrate the ability to influence, problem solve and strong follow-up skills
* Demonstrate a passion for delivering the full breadth of the enterprise, process efficiency, organization, and time management
Responsibilities:
* Supports Financial Advisors (FAs) with client conversations and scenarios related to client platforms and fulfills client priorities and goals by applying knowledge of customer segments
* Defines and measures progress towards goals, including sales activity, gross and net managed asset sales targets, and FA penetration
* Prepares and analyzes profit and loss reports and validates postings and balances for a product in support of the Line of Business
* Partners with FAs to provide assistance and training needed to identify investment solutions that match client needs
Required Qualifications:
* Series 7 & 66
* Extremely knowledgeable in the Merrill Edge products and services
* Proven ability to engage with and influence others
* Exceptional interpersonal and relationship building skills
* Effective communication skills (written and verbal)
* Proven ability to work collaboratively on a team and with key partners
* Goal and results oriented
* Strong follow-through skills
* Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel
Desired Qualifications:
* Bachelors Degree
* Demonstrated track record of success as an Financial Solutions Advisor, Financial Advisor, or Wholesaler
* Proficiency in using SalesForce / Client Relationship Manager Tool
* Strong understanding of Merrill Edge products and services as well as the Financial Advisor role
Additional Skills Used:
* Change Management
* Decision Making
* Influence
* Learning Delivery
* Leadership Development
* Performance Management
* Process Effectiveness
* Sales Performance Management
* Attention to Detail
* Consulting
* Process Design
* Workforce Analytics
Enterprise Job Description:
This job is responsible for identifying and providing investment products and trainings to Financial Advisors (FAs), enabling them to match investment solutions that will fulfill and meet client needs. Key responsibilities include leveraging and coordinating the segmentation and wholesaling efforts of asset managers, delivering FA training and client seminar presentations, and conducting client meetings to provide investment recommendations. Job expectations include defining and measuring goals for sales activity, gross and net managed asset sales targets, and FA penetration.
Shift:
1st shift (United States of America)
Hours Per Week:
40
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Bank of America is committed to help employees through the transition period when they’re displaced as a result of a workforce reduction, realignment or similar measure. Please review the resume writing and interviewing tips provided below to help prepare you for your next career opportunity.
Regardless of the position you are interested in, the starting points to building your resume are the same:
1. Determine the job or types of jobs you want to do and research their responsibilities and qualifications.
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3. Identify experiences or accomplishments that show your proficiency in the skills required for the job.
4. Summarize your abilities, accomplishments and skills into a brief, concise document.
Considerations when writing a resume
• Do be brief. Resumes should be 1-2 pages in length.
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• Don't include anything that isn't relevant. (For example, don't mention your fondness for swimming unless you want to work on the water.)
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Seven steps to a successful interview
1. Anticipate –Put yourself in the interviewer's position. What do you believe the interviewer is most interested in? Why do you think you have been invited to interview?
2. Research –What are the primary functions of the line of business? What are the success factors for the job? Is there a job description available?
3. Assess –Think about your skills, abilities, knowledge, interests, traits, values and accomplishments. Match them to what you know about the job. Consider which ones you should highlight.
4. Prepare Answers –Think about what the interviewer may ask, determine what the best answer is and write it down.
5. Prepare Questions – Interviewing is a two-way street. By asking thoughtful questions, you communicate your interest and learn a lot about the job. Choose two or three questions to ask your interviewer. Avoid asking a lot of questions about vacation time or breaks.
6. Practice – It may seem awkward, but it is the best way to come across well in an interview. Practice your own "great responses" with others or in front of a mirror until you appear relaxed and at ease.
7. Follow-up – Send a brief follow-up letter to the interviewer. Keep in mind that the many job searchers will not send a follow-up letter. Sending one can become a competitive advantage.
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