WDHERA - 2481 - BK050 Prod

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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

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

Job Description:
This job is responsible for growing a Financial Advisor (FA) team by being a subject matter expert on a specified segment to enhance client acquisition. Key responsibilities include preparing to become a full FA, identifying client target segments, building a strong reputation, and executing an effective marketing strategy. Job expectations include building a strong brand with the targeted area, creating detailed client acquisition plans, execution of client acquisition targets and leads, and reporting against goals. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Responsibilities:

• Prepares to become a full Financial Advisor through completion of training and development programs
• Supports the FA team by becoming an expert in a targeted area
• Executes on client acquisition through all stages of acquisition lifecycle, including lead generation and referrals, strategic networking, sourcing
• Manages the client acquisition pipeline and progression including profile information, next steps, and timelines

Skills:

• Account Management
• Client Investments Management
• Client Management
• Client Solutions Advisory
• Business Development
• Fraud Management
• Pipeline Management
• Prospecting
• Relationship Building
• Referral Identification
• Referral Management
• Sales Performance Management

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

Shift:

Hours Per Week: