Wealth Management Specialist

The Elite Growth Practice (EGP) Wealth Management Specialist role is a position on the Financial Advisor Team which operates in a capacity to further develop and service the client base. The Wealth Management Specialist is responsible for performing a variety of specialized functions across a Financial Advisor team. The Wealth Management Specialist provides quality client service and effective and efficient operations support. He or she may provide advice and assist with training for less experienced team members. Executes problem escalation and/or problem solving of diverse scope where extensive analysis and evaluation may be required. Exercises judgment within generally defined practices and policies in obtaining or determining solutions. Has working knowledge of the Merrill Lynch Wealth Management business and specialized team functions for which he or she is assigned.

According to JobzMall, the average salary range for a Wealth Management Specialist in 5117 S Yosemite St, Greenwood Village, CO 80111, USA is $50,000 - $75,000 per year. This range may vary depending on experience, qualifications, and other factors.

Bank of America Corp. is a bank and financial holding company, which engages in the provision of banking and nonbank financial services. It operates through the following segments: Consumer Banking, Global Wealth and Investment Management, Global Banking, Global Markets, and Legacy Assets and Servicing. The Consumer Banking segment offers credit, banking, and investment products and services to consumers and small businesses.