Bank of America Registered Analyst in Johnson City, Tennessee
The Analyst (Registered) is a fully paid or firm paid (exception only), salaried, exempt position on the Financial Advisor Team to further develop and service their client base. The Analyst is responsible for implementing and executing the Optimal Practice Model (OPM) in their specific functional role (i.e. Business Development, Business Management, Relationship Management or Investments). Specific accountabilities for the role may vary depending on the team’s practice. Performance is measured by the FA or FA team, along with OMT, through specific goals, metrics, and behavior related to the execution of the OPM function. The Analyst (Non Registered) is a non exempt position for a non -licensed hire lacking a license and/or designation, until fully licensed and designation achieved. The Analyst (Registered) is a non-exempt position for licensed employees that are in progress of completing their designation in 12-months.
Analyst Registered (Non-exempt)
This role is a temporary position to allow externally hired individuals and internally transferred employees to obtain their designation within 12-months. Employees selecting designations with lengthier completion times will be granted the term identified by the designation organization to complete. Failure to complete the designation level per the recommended time frame will result in the employee removed from the role.
Pursue firm approved designation
Develop and maintain client profiles including analysis of present position and creation of balance sheet and net worth statement. Ensure risk profiles, goals, objectives and asset allocations are appropriate.
Utilize Investor Personality Analysis tool
Deliver full range of Goals -Based Wealth Management strategies and tools and leverage specialists as appropriate.
Partner with internal specialists (e.g., W M bankers, Retirement specialists, PBIG, Trust and Insurance experts) and external advisors to deliver holistic goals-based financial solutions
Identify and establish target niche client segments and establish a strong reputation within those markets, as well as the designations tosupport the practice’s specialization
Prepare and present client reports/r reviews and measure progress to goals
Maintain and execute a well-developed and clear marketing plan
Develop and service client segments and the next generations and beneficiaries.
Develop, profile, and qualify new prospective clients through practice client acquisition strategies
Organize client events, referral alliances, and targeted seminars with a focus on strategic networking, sourcing and introductions
Implement Goals-Based Wealth Management process utilizing current tools and technologies for clients and prospects.
Gather additional assets from existing client base and deepen relationships by partnering with all GWIM partners to deliver full breadth of solutions.
Coordinate technological support through the development of portfolio analysis, proposals and direct mail campaigns utilizing Salesforce and other tools and resources.
Provide technical expertise in certain product areas (e.g. Corporate 401(k), Rule 144, Insurance, Wealth Management Workstation )
Provide marketing and organizational support. May support additional activities included in Good/Better/Best of OPM
Either Series 7 and 66 licenses or Series 7, 63, and 65 licenses
All state licenses in support of FA or FA Team’s client base
All product licenses in support of FA or FA Team’s client base
Obtain and/or maintain at least one firm approved designation
Safe Act Registered
Posting Date : 07/12/2018
Johnson City, TN, PRINCETON SQUARE, 206 PRINCETON RD,
- United States
Travel : No
Full / Part-time : Full time
Hours Per Week : 37.5
Shift : 1st shift
Assistance for Applicants with Disabilities
Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please visit the Applicants with Disabilities page at http://careers.bankofamerica.com/us/applicants-with-disabilities .
Diversity & Inclusion
At Bank of America, our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities around the world can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Frequently Asked Questions
Need to know how to apply online, view a list of your submitted job applications or reset your password? Visit our FAQ at http://careers.bankofamerica.com/us/faq section for answers to these questions and more.