1+ months

Analyst Investments

Indianapolis, IN 46202
**Job Description:**



The Analyst (Registered) is a fully paid or firm paid (exception only), salaried, exempt position on the Financial Advisor Team to further develop and service their client base. The Analyst is responsible for implementing and executing the Optimal Practice Model (OPM) in their specific functional role (i.e. Business Development, Business Management, Relationship Management or Investments). Specific accountabilities for the role may vary depending on the teams practice. Performance is measured by the FA or FA team, along with OMT, through specific goals, metrics, and behavior related to the execution of the OPM function. The Analyst (Non Registered) is a non-exempt position for a non -licensed hire lacking a license and/or designation, until fully licensed and designation achieved. The Analyst (Registered) is a non-exempt position for licensed employees that are in progress of completing their designation in 12-months.



+ Analyst - Investments (Exempt)



+ Develop and service certain or pre-identified client segments of an FA or FA Team client base (such as, related accounts and specific account segments).

+ Profile, qualify, and develop prospective clients through the five Client Acquisition Strategies: Sourcing & Introductions, Intimate Events, Strategic Networking, and Referral Alliances, and Targeted Seminars.

+ Support the overall Goals-Based Wealth Management process to certain client segments.

+ Implement investment strategies and presentations and implement investment recommendations through presentations

+ Gather additional assets from existing client base.

+ Coordinate and introduce technological support to FA or FA teams business through the development of portfolio analysis, spreadsheets, proposals, direct mail campaigns, etc.

+ Provide specialized support to an FA through technical expertise in certain product areas (e.g. Corporate 401(K), Rule 144, Insurance, etc.).

+ Provide marketing and organizational support to FA or FA team as needed.



**Requirements:**



+ Either Series 7 and 66 licenses or Series 7, 63, and 65 licenses

+ All state licenses in support of FA or FA Teams client base

+ All product licenses in support of FA or FA Teams client base

+ Must have at least one firm approved designation

+ Safe Act Registered



**Posting Date** : 06/10/2019



**Location** :

Indianapolis, IN, PARKWOOD FIVE, 510 E 96TH ST,

- United States



**Travel** : No



**Full / Part-time** : Full time



**Hours Per Week** : 40



**Shift** : 1st shift



**Assistance for Applicants with Disabilities**



Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please visit the Applicants with Disabilities page at http://careers.bankofamerica.com/us/applicants-with-disabilities .



**Diversity & Inclusion**



At Bank of America, our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities around the world can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.



**Frequently Asked Questions**



Need to know how to apply online, view a list of your submitted job applications or reset your password? Visit our FAQ at http://careers.bankofamerica.com/us/faq section for answers to these questions and more.

Industry

  • Banking / Finance
Posted: 2019-06-12 Expires: 2019-09-28

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.


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Analyst Investments

Bank of America
Indianapolis, IN 46202

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