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

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Demonstrates expertise in Wealth Management products and services, providing comprehensive financial planning solutions while leveraging analytical skills to identify client needs and deliver tailored solutions. Strong relationship management and communication abilities are essential for fostering partnerships and enhancing client experiences.

Highest-signal resume keywords

Series 7 LicenseCFP® DesignationWealth Management ExpertiseSalesforce ProficiencyStrong Analytical Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningPortfolio AnalysisData AnalysisInvestment Strategy IdentificationClient Relationship Management

Soft Skills

Strong Communication SkillsSuperior Relationship Management SkillsDecision-Making Ability

Tools & Technologies

SalesforceWealth Management Workstation

Certifications & Qualifications

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

Industry Keywords

Corporate 401(k)InsuranceClient SegmentationFinancial Advisor SupportClient Experience

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
Coordinate technological support through portfolio analysis, proposals, and direct mail campaigns
Utilize Salesforce and other tools and resources
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
Leverage financial data to identify solutions meeting client needs and goals
Schedule, prepare for, and attend client meetings
Monitor, update, and maintain client information and financial plans
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 registrations and 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 strategies, and mitigating risk
Ability to make sound decisions based on financial planning best practices and policies/procedures
Ability to identify client needs and articulate suitable solutions
High School Diploma / GED / Secondary School or equivalent
Ability to work onsite in accordance with the workplace excellence policy if selected
37.5 hours per week

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 to become fully licensed and obtain required designations
Access to investment insights of Merrill and banking convenience of Bank of America