Wealth Management Banking Specialist -Mill Valley, CA
Company: Bank of America
Location: Mill Valley
Posted on: February 25, 2021
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Job Description:
Wealth Management Banking Specialist -Mill Valley, CA Mill
Valley Job Description: Wealth Management Banking Specialist At
Bank of America, our goal is to connect with and grow our
relationships with individuals and businesses across the country.
Each day, we engage with 67 million clients through a growing
number of Client Professionals teamed with our world-class digital
platform. We are looking to provide advice for our clients when
they need us most - whether they're just starting out, buying a
home, building a family, financing and growing a business or
planning or investing for retirement. As part of our commitment,
we're looking for the next generation of Wealth Management Banking
Specialists -those with a passion for growing a long-term career
and a drive to make our clients' financial lives better.If you're
passionate about helping clients reach their financial goals, join
Bank of America's Wealth Management Banking Specialists in one of
Merrill's office locations nationwide. Wealth Management Banking
Specialists partner with our Merrill Financial Advisors to provide
comprehensive financial solutions to individual wealth management
clients with assets generally in the range of $1-10 million. This
includes all lending, saving, financing and transaction solutions
as well as serving as the expert on all our Digital solutions
(mobile and online). Wealth Management Banking Specialists also
assist our Financial Advisor teams in navigating complex client
situations to ensure our clients are provided the best client
experience.As part of our team, you'll have access to industry
leading financial solutions and a team of dedicated product
specialists - all designed to meet the unique life priorities of
your clients - priorities like managing operating expense, building
wealth, financing, managing debt, buying a home, saving for college
or planning for unexpected life events. As part of our team, you
will benefit from personal coaching, a host of career
opportunities, robust training programs and ongoing development and
future career path opportunities.From day one, you'll receive
training from our award-winning Academy at Bank of America. This
program delivers hands-on practice, personalized coaching and
classes that will help you become the specialist you want to be.
With demonstrated success, you have unlimited career growth and the
opportunity to advance in many roles within our company.We'll help
you:
Learn about some of the ways Bank of America is making a difference
in the communities we serve. Global Impact
Learn about the six areas that guide Bank of America's efforts to
help make financial lives better for customers, clients,
communities and our teammates. Diversity and Inclusion
Each employee brings unique skills, background and opinions. We see
diversity and inclusion as our platform for innovation and a key
component in our success. Our Values
Learn about our four values that represent what we believe.
Keywords: Bank of America, San Francisco , Wealth Management Banking Specialist -Mill Valley, CA, Executive , Mill Valley, California
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