Bank of America
Wealth Management Specialist
Charlotte · Full-time · Posted Sep 24, 2026
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Trains to support Financial Advisor teams by developing client relationships, coordinating wealth-management services, and helping execute business development and client-service activities.
What you'll do
- Develop and service client segments, deepen existing relationships, and identify opportunities to gather additional assets.
- Support client meetings and coordinate sales and service activities with Financial Advisors, portfolio managers, and product specialists.
- Provide marketing, organizational, and technical support, including portfolio analyses, proposals, and direct-mail campaigns.
What they ask for
- Series 7 and 63/65 or 66 (or equivalent); obtain required state registrations for supported Financial Advisors and teams.
- SAFE Act registration and ADV-2B; obtain and/or maintain at least one firm-approved designation.
- Strong communication, collaboration, organizational, and multitasking skills.
- Knowledge of wealth-management products and services, risk management, and researching escalated client issues.
Tools
Salesforce, Wealth Management Workstation
Model-written summary · the original posting is authoritative