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- Tasks: Support Financial Advisors with investment strategies and drive sales growth through various interactions.
- Company: Join Bank of America, a leader in financial services committed to making lives better.
- Benefits: Enjoy a diverse workplace, wellness support, and opportunities for career growth.
- Why this job: Make an impact in finance while collaborating with top professionals in a dynamic environment.
- Qualifications: 8+ years in financial services, strong communication skills, and a passion for achieving goals.
- Other info: Expect one week of travel per month; must obtain Series 7 and 63/65 or 66 within 120 days.
The predicted salary is between 43200 - 72000 £ per year.
Investment Advisory Specialist II
Investment Advisory Specialist II
Apply locations Pennington time type Full time posted on Posted Yesterday job requisition id 25004607
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 is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
The Investment Advisory Specialist (IAS) will support Financial Advisors and Wealth Management Specialists on all Merrill Lynch Managed Assets platforms to drive utilization of Managed Asset platforms.
The Investment Advisory Specialist provides advice and guidance to Financial Advisors, Client Associates and Advisory Leadership to help identify appropriate and suitable IAP (platforms/strategies) for the Firm’s clients. Advice and guidance is informed by our Chief Investment Office around portfolio construction, investment/manager selection, asset allocation and best practices for integrating our managed asset platform into various financial advisor business models.
Job Responsibilities:
- Advice and guidance is informed by our Chief Investment Office that revolves around portfolio construction, investment/manager selection, asset allocation and best practices for creating a practice centered on investment advisory business.
- The Specialist is focused on proactively supporting the advisors in their respective markets to drive sales growth through in person, virtual and phone interactions. They should think independently, develop and execute strategies to achieve their growth goals for their respective territories.
- The Specialist shall partner with their coverage team potentially consisting of an internal partner and other specialists with the Investment Solutions Group to collaborate and bring holistic advice and guidance to their advisors.
- Specialists are expected to record all of their relevant activities in Salesforce.com, a client relationship management tool, in order to provide the data necessary to manage activity from a metrics-driven perspective.
- The role requires one week of travel per month and the remainder of the month will be based in Hopewell, NJ.
Skills:
- Active Listening
- Advisory
- Investment Management
- Presentation Skills
- Sales Strategy
- Pipeline Management
- Portfolio Analysis
- Problem Solving
- Strategy Planning and Development
- Wealth Planning
Qualifications:
- 8+ years’ experience in financial services industry
- 5 years sales experience
- Knowledge of professionally managed investment products and/or investment advisory business preferred.
- Ability to work under pressure, meet deadlines and meet clearly defined measurements.
- Strong communication, interaction and presentation skills required.
- Willing to travel monthly to meet with advisors in person.
- Self-motivated, adaptive, positive attitude and high energy are a must.
- Must display a passion for achieving aggressive goals in an innovative and highly professional way.
- Series 7 and 63/65 or 66 preferred at time of hire or must be able to obtain within 120 days of start date.
- Bachelor’s degree.
Shift:
1st shift (United States of America)
Hours Per Week:
40
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Investment Advisory Specialist II employer: Bank of America
Contact Detail:
Bank of America Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Advisory Specialist II
✨Tip Number 1
Familiarize yourself with the Merrill Lynch Managed Assets platforms. Understanding these platforms will not only help you in interviews but also demonstrate your proactive approach and readiness to support Financial Advisors effectively.
✨Tip Number 2
Network with current or former Investment Advisory Specialists at Bank of America. Engaging with them can provide you with insider insights about the role and the company culture, which can be invaluable during your application process.
✨Tip Number 3
Prepare to discuss your experience with portfolio construction and investment management strategies. Be ready to share specific examples of how you've successfully supported sales growth in previous roles, as this aligns closely with the job responsibilities.
✨Tip Number 4
Showcase your adaptability and problem-solving skills during the interview. The role requires a self-motivated individual who can thrive under pressure, so be prepared to discuss situations where you've successfully navigated challenges in a fast-paced environment.
We think you need these skills to ace Investment Advisory Specialist II
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the Investment Advisory Specialist II position. Understand the key responsibilities and required skills, such as active listening, advisory investment management, and sales strategy.
Tailor Your Resume: Customize your resume to highlight relevant experience in financial services, particularly focusing on your sales experience and knowledge of managed investment products. Use specific examples that demonstrate your ability to meet aggressive goals.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and how your background aligns with the company's mission of making financial lives better. Mention your adaptability, positive attitude, and any relevant certifications like Series 7 or 63/65.
Highlight Your Communication Skills: Since strong communication and presentation skills are crucial for this role, ensure that your application reflects your ability to interact effectively with clients and advisors. Provide examples of past experiences where you successfully communicated complex information.
How to prepare for a job interview at Bank of America
✨Showcase Your Financial Expertise
Make sure to highlight your experience in the financial services industry, especially your knowledge of investment products and advisory business. Be prepared to discuss specific examples of how you've successfully supported financial advisors in the past.
✨Demonstrate Strong Communication Skills
Since the role requires excellent communication and presentation skills, practice articulating your thoughts clearly and confidently. Use examples from your previous roles where you effectively communicated complex financial concepts to clients or colleagues.
✨Prepare for Behavioral Questions
Expect questions that assess your problem-solving abilities and how you handle pressure. Prepare scenarios that demonstrate your ability to meet deadlines and achieve aggressive goals, showcasing your self-motivation and positive attitude.
✨Research Bank of America's Values
Familiarize yourself with Bank of America's commitment to diversity, inclusion, and responsible growth. Be ready to discuss how your personal values align with theirs and how you can contribute to their mission of making financial lives better.
