Bank of America Wealth Mgmt Banking Specialist - Boston Financial Center in Boston, Massachusetts
This role will team with our Financial Advisors in our Wealth Management business, bringing our solutions and services to life for our clients. They will focus the majority of their time deepening relationships by connecting clients to our checking, savings and credit card solutions along with leveraging our referral model to Wealth Management Lending Officers and Credit Specialists. Candidates for this role will provide comprehensive financial solutions to individual wealth management clients with assets of $250,000 or more. This role will act in a consultative role in partnership with our FA teams to educate clients on banking solutions including serving as an expert in our digital space (mobile, online and ATM).
Posting Date : 08/02/2017
Location : US-MA-Boston, US-MA-Boston, US-MA-Cambridge, US-MA-Andover, US-MA-Beverly
Travel : Yes, 10% of the time
Full / Part-time : Full time
Hours Per Week : 40
Shift : 1st shift
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