Wealth Management Specialist

Bank of America

. Develop and service client segments, including next-generation clients and beneficiaries .

Posted 10/27/2026full-timeUnited StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Wealth Management products and services, with a strong focus on client relationship management and financial planning solutions. Proficient in utilizing Salesforce and other tools for portfolio analysis and client engagement.

Highest-signal resume keywords

Series 7 LicenseCFP® DesignationWealth Management ExpertiseStrong Analytical SkillsRelationship Management

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial PlanningPortfolio AnalysisInvestment Opportunity IdentificationData AnalysisClient Needs Assessment

Soft Skills

Strong Communication SkillsDecision-MakingClient Experience DeliveryRelationship Building

Tools & Technologies

SalesforceWealth Management Workstation

Certifications & Qualifications

Series 63 LicenseSeries 65 LicenseSAFE Act RegistrationADV-2B CertificationCPWA® Designation

Industry Keywords

Corporate 401(k)Rule 144Financial AdvisorClient SegmentationDirect Mail Campaigns

About the role

Key responsibilities & impact

Develop and service client segments, including next-generation clients and beneficiaries
Gather additional assets from existing clients and deepen relationships by partnering with Merrill partners
Implement and execute the Elite Growth Practice
Coordinate technological support through portfolio analysis, proposals and direct mail campaigns using Salesforce and other tools
Provide technical expertise in Corporate 401(k), Rule 144, Insurance and Wealth Management Workstation
Provide marketing and organizational support
Work with Financial Advisor teams to provide comprehensive financial planning solutions
Identify strategic investment opportunities
Gather and analyze data to create financial plans
Foster internal relationships with specialists and partners
Schedule, prepare for and attend client meetings to review plans, capture changes and discuss next steps
Monitor, update and maintain client information and plans in planning tools
Engage specialists and partners to address client needs and deliver solutions

Requirements

What you’ll need

Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) supported
SAFE Act Registration; ADV-2B Required
CFP® or CPWA® designation and/or obtain/maintain at least one firm approved designation
Must obtain required security licenses and/or designations within a specified timeframe if not currently held
Understanding of how to deliver a strong overall client experience
Thorough knowledge and understanding of Wealth Management products and services
Strong communication skills
Superior relationship management skills
Strong analytical skills, including identifying trends, root causes and effects, developing growth strategies and mitigating risk
Ability to make sound decisions based on financial planning best practices and policies/procedures
Ability to identify client needs and concerns and articulate suitable solutions
High School Diploma / GED / Secondary School or equivalent
Must complete required SAFE Act background check and registration process
Must be able to work onsite in accordance with workplace excellence policy if selected

Benefits

Comp & perks

In-office culture supporting collaboration, engagement, and career development
Appropriate level of flexibility based on role-specific responsibilities and business needs
Training program allowing employees to study and obtain required registrations
Full-time employment
37.5 hours per week