Bank of America Internal Wealth Management Specialist in Pennington, New Jersey

Job Description:

Business Overview

Merrill Lynch Global Wealth and Retirement Services (“GWRS”) provides a comprehensive set of investment products and services, as well as retirement solutions, to the company’s clients and financial advisors globally. GWRS provides the products, tools and content that enables our advisors to help their clients meet their goals while building lasting, productive relationships

The Internal Wealth Management Specialist provides advice and guidance to Financial Advisors, Client Associates and regional branch management to help identify appropriate and suitable Managed Solutions (platforms/products/investments) for the Firm’s clients.

Responsibilities include (but are not limited to) the following:

  • Advice and guidance is informed by our proprietary research and implementation ideas and revolves around portfolio construction, investment/manager selection, asset allocation and best practices for integrating our managed asset platform into various financial advisor business models.

  • The Internal Wealth Management Specialist shall handle inbound requests for assistance and will also conduct proactive outbound sales calls to the Firm's Financial Advisors to help drive sales growth in their respective assigned territories. Conversations will primarily be focused on segmentation based strategies, product research, investment proposal generation and portfolio construction.

  • The Internal Wealth Management Specialist shall partner with external sales specialist, associate sales specialist, regional sales managers and non proprietary managers to achieve business results for their assigned territory.

  • Internal Wealth Management Specialist are expected to record all of their relevant activities in, a client relationship management tool, in order to provide the data necessary to manage activity from a metrics driven perspective.


  • 2 years sales experience

  • Bachelors degree required

  • 1 – 2 years experience in financial services industry preferred

  • Series 7 and 63/65 or 66 preferred, or must be willing to obtain within 120 days of start date

  • Knowledge of professionally managed investment products and/or wealth management business preferred

  • Knowledge of all ML product websites, hypothetical/illustration tools, literature preferred

  • Ability to work under pressure, meet deadlines and meet clearly defined measurements

  • Strong communication, interaction and presentation skills required

  • Be flexible and adaptable

  • Self-motivated, positive attitude and high energy are a must

  • Must display a passion for achieving aggressive goals in innovative and highly professional ways

Posting Date : 05/17/2018

Location :


  • United States

Travel : No

Full / Part-time : Full time

Hours Per Week : 40

Shift : 1st shift

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