Investment Advisory Specialist II

Company: Disability Solutions
Location: Pennington
Posted on: February 16, 2025

Job Description:

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 practices 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 PlanningQualifications:
    • 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 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

Keywords: Disability Solutions, Trenton , Investment Advisory Specialist II, Other , Pennington, New Jersey