1+ months

Wealth Management Specialist

Cincinnati, OH 45217
Wealth Management Specialist

Cincinnati, Ohio

**Job Description:**

This EGP Trainee is a training program to develop and prepare candidates to further develop and service the FA Teams client base. The Trainee role allows EGP Specialist to become fully license and require the appropriate designations before taking on the full EGP Specialist role. This position operates in a marketing and sales development role by implementing and executing the Elite Growth Practice. Specific accountabilities for the role may vary depending on the teams practice. Performance is measured by the FA or FA team through specific goals, metrics, and behaviors related to the execution of the EGP model. Core Responsibilities: Develop and service client segments and the next generation and their next generations and beneficiaries. Gather additional assets from existing client base and deepen relationships by partnering with all Merrill partners to deliver a full breadth solutions. Coordinate technological support through the development of portfolio analysis, proposals and direct mail campaigns utilizing Salesforce and other tools and resources. Provide technical expertise in certain product areas (e.g. Corporate 401(k), Rule 144, Insurance, Wealth Management Workstation) Provide marketing and organizational support. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Role is designed to allow employees to study and obtain all required registrations. This role is an FA Paid Resource.

**The Evelo/Singer/Sullivan Group is an elite Private Wealth Team within Merrill Lynch. We have 30-plus years of experience developing investment and financial plans for innovative entrepreneurs and affluent executives. We manage more than $5.5 billion in client assets, and draw upon the combined talents of twenty-two professionals each with varying areas of expertise to nurture the different dimensions of wealth. We have become the trusted advisor team to some of the regions most prominent and successful families. We attribute our success to our hard work and holistic approach to addressing each client familys personal wealth objectives and goals.**


Series7, 63/65 or 66 or equivalent; mustobtainall state registrations in support of Financial Advisor(s) and AdvisorTeam(s) IfSeries7, 63/65 or 66 orequivalentarenot currently held, must be obtained within a specified timeframe to be eligible for Specialist position.

SAFEACTRegistration; ADV-2BRequired

Obtainand/or maintain at leastonefirm approveddesignation within specified timeframe

Demonstrated expertise and impact in at least two of the following specialized functions: Wealth Planning, Investment Management, Business Development, Business Management and/or Relationship Management

Possessand demonstrate strong communicationskills

Understanding of how to deliver a strong overall client experience

Thorough knowledge and understanding of thesuiteof Wealth Management products andservices

Detailoriented with strong organizationalskills, and ability to manage multiple tasks and priorities atonce

Strong partnership and relationship management skills; ability to work acrossEGP functionsand organizational lines/levels

Ability to influence and demonstrate clear communication and collaboration with others to make sound decisions withoutdirectauthority

Analytical skills with ability toidentifytrends, root cause and effects, and implement improved processes to increasegrowthand mitigaterisk

Ability to identify client needs and concerns, and articulate appropriate approach to align solutions to goals to supportresponsiblegrowth


1st shift (United States of America)

**Hours Per Week:**


Learn more about this role

Full time


Manages People: No

Travel: No


Talent Acquisition Contact:

Referral Bonus:

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "EEO is the Law" poster, CLICK HERE at https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf .

To view the "EEO is the Law" Supplement, CLICK HERE at https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (Policy) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of Americas Drug-free workplace and alcohol policy, CLICK HERE .


  • Banking / Finance
Posted: 2020-12-16 Expires: 2021-02-17

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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Wealth Management Specialist

Bank of America
Cincinnati, OH 45217

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