Bank of America
Wealth Management Specialist
$52K–$96K
Chicago · Full-time · Posted Oct 12, 2026
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Supports Financial Advisors by delivering client service and operations support, resolving complex issues, documenting client interactions, and contributing expertise across wealth management functions.
What you'll do
- Resolve client issues and analyze data to address risk issues and trends; escalate and resolve complex inquiries and problems.
- Attend client review meetings, document interactions in Salesforce, and track follow-up actions.
- Provide advice and training to team members and support team needs.
What they ask for
- Series 7 and Series 63/65 or 66, or equivalent; obtain all state registrations held by supported Financial Advisors and teams.
- SAFE Act registration and ADV-2B; obtain and/or maintain at least one firm-approved designation.
- Demonstrated expertise and impact in at least two specialized functions: Wealth Planning, Investment Management, Business Development, Business Management, or Relationship Management.
- Strong communication, client-service, organizational, analytical, and relationship-management skills; thorough knowledge of Wealth Management products and services.
Pay
$52,000.00 - $96,000.00 annualized salary (USD), base salary
Tools
Salesforce
Model-written summary · the original posting is authoritative