Internal Investment Advisory Specialist

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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
 

Job Description:
The Internal Investment Advisory Specialist (IIAS) will support Financial Advisors and Wealth Management Specialists on all Merrill Lynch Managed Assets platforms in order to drive utilization of Managed Asset platforms.

The Internal Investment Advisory Specialist provides advice and guidance to Financial Advisors, Client Associates and Advisory Leadership to help identify appropriate and suitable IAP (platforms/strategies) for the Firm’s clients. Advice and guidance is informed by our Chief Investment Office around portfolio construction, investment/manager selection, asset allocation and best practices for integrating our managed asset platform into various financial advisor business models.  

Job Responsibilities:

• Focuses on proactively supporting the advisors in their respective markets to drive sales growth through virtual and phone interactions. Thinks independently, develops and executes strategies to achieve growth goals for respective territories.
• Partners with coverage team potentially consisting of a specialist partner and other specialists with the Investment Solutions Group to collaborate and bring holistic advice and guidance to advisors.
• Records all of relevant activities in Salesforce.com, a client relationship management tool, in order to provide the data necessary to manage activity from a metrics driven perspective.

Required Qualifications:

• 2-5+ years experience in financial services industry              
• Ability to work under pressure, meet deadlines and meet clearly defined measurements
• Strong communication, interaction and presentation skills
• Self-motivated, adaptive, positive attitude and high energy
• Must display a passion for achieving aggressive goals in innovative and highly professional way
• Series 7 and 63/65 or 66 preferred at time of hire, or must be able to obtain within 120 days of start date  

Desired Qualifications:

• 2-5+ years sales experience
• Bachelor’s degree
• Knowledge of professionally managed investment products and/or investment advisory business

Skills:

• Client Management
• Client Solutions Advisory
• Customer and Client Focus
• Pipeline Management
• Relationship Building
• Collaboration
• Presentation Skills
• Prospecting
• Referral Management
• Wealth Planning
• Referral Identification

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:

Hours Per Week: