Internal Product Specialist

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 an 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. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
 

Job Description:
This job is responsible for identifying and providing investment products and trainings to Financial Solutions Advisors (FSAs), enabling them to match investment solutions that will fulfill and meet client needs. Key responsibilities include partnering with leadership to identify gaps in performance and build out support to drive advice delivery, by leveraging, coordinating FSA training to strengthen advisor investment acumen on Merrill platforms and True Advice Excellence (TAE) process. Job expectations include defining and measuring goals for advised solution, enterprise delivery and book management. In addition to leadership support, this job is responsible for providing support to advisors on an ADHOC basis.

Responsibilities:

• Supports Financial Solutions Advisors (FSAs) with client conversations and scenarios related to client platforms and fulfills client priorities and goals by applying knowledge of customer segments
• Defines and measures progress towards goals, including sales activity, gross and net managed asset sales targets, and FA penetration
• Prepares and analyzes profit and loss reports and validates postings and balances for a product in support of the Line of Business
• Partners with FSAs to provide assistance and training needed to identify investment solutions that match client needs

Required Qualifications: 

• FINRA Series 7 & 66
• 2+ year in Financial Solutions Advisor role (FSA)
• Strong understanding of Merrill Edge products and services as well as the Financial Advisor role
   

Desired Qualifications: 

• Strong computer skills with an ability to multitask in a demanding environment
• Strong ability to communicate using presentations and PowerPoint
• Designation of CRPC, AWMA or CFP
• Bachelor's Degree

Skills:

• Change Management
• Decision Making
• Influence
• Learning Delivery
• Leadership Development
• Performance Management
• Process Effectiveness
• Sales Performance Management
• Attention to Detail
• Consulting
• Process Design
• Workforce Analytics
• Time Management

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Pay Transparency details

US - CA - Newport Beach - 500 Newport Center Dr - Newport Center (CA9165)

Pay and benefits information

Pay range

$87,800.00 - $104,200.00 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.