Wealth Management Associate- Pb

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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
Job description and Wealth Management Associate Program Overview
With more than 200 years in the financial services industry, Bank of America Private Bank has cultivated an award-winning team dedicated to providing exceptional service and guidance to our clients and prospects. As a leader in private Wealth Management, we provide a vast array of resources and customized solutions to help meet our clients' unique wealth structuring, investment management and credit needs.
The Private Bank is focused on building long-term client relationships that are supported by a team of experienced advisors and highly credentialed specialists who provide a range of services, including investment management, trust and fiduciary solutions, financial and succession planning, philanthropic, specialty asset management, family office services, art services and custom credit solutions.
What we offer and what you'll experience:
Our Private Bank Wealth Management Associate Program is designed to offer you the unique opportunity to work in and gain exposure to the various teams within the Relationship Management side of the Private Bank. Our one-to-three-year program provides extensive on-the-job training where you are aligned to a high-performing client team to gain hands-on experience and knowledge to serve ultra-high-net-worth clients ranging from business owners to corporate executives to entrepreneurs and innovators. In addition to receiving educational content and exposure to various thought leaders, you will be provided with coaching, mentorship, and volunteer opportunities throughout the program.
What you'll do:
As a Wealth Management Associate, you will participate in robust programming and skills-based curriculum and gain exposure of daily client-related tasks such as:

• Helping with new business generation, prospect cultivation and client engagement
• Managing the execution of client service activities such as digital onboarding, initiating, and monitoring account openings and asset transfers
• Handling client inquiries and coordinating with specialists and service centers to deliver an integrated service experience to the client
• Assessing client experience across live/digital touchpoints to identify opportunities for modernization and integration
• Working with credit executives on complex credit opportunities

Who we're looking for:
We are looking for highly motivated individuals who are energetic, outgoing, analytical, and entrepreneurial with an interest in gaining a sophisticated, well-rounded skillset aligned to credit and banking, and relationship management.
Required:

• Candidates are required to have a Bachelor's or Master's degree from an accredited college or university
• 3.2 minimum GPA preferred
• 2-3 years of work experience in the financial services industry preferred
• Demonstrated record of achievement, such as extracurricular activities or leadership roles
• Finance knowledge
• Excellent verbal and written communication skills
• Analytical and critical thinking skills
• The ability to inspire a strong sense of camaraderie
• Able to think independently, work collaboratively and strong time management skills
• Technical skills such as Excel, PowerPoint and Outlook are advantageous

Bank of America is unable to consider candidates that will require visa sponsorship, now or in the future, for this specific role.
Travel: On needs basis
Full / Part-time: Full-time
Hours Per Week: 40.00
Shift: 1st shift
Shift:
1st shift (United States of America)
Hours Per Week:
40