Bank of America Corporation
Position Summary This Investment Associate Trainee is a training program to develop and prepare candidates to further develop and service the FA Teams client base. The Trainee role allows IA to become fully license and require the appropriate designations before taking on the full IA Analyst role. This position operates in a marketing and sales development role by implementing and executing the Optimal Practice Model (OPM). Specific accountabilities for the role may vary depending on the teams practice. Performance is measured by the FA or FA team through specific goals, metrics, and behaviors related to the execution of the OPM Business Development model. Core Responsibilities: * Develop and service client segments and the next generation and their next generations and beneficiaries. * Develop, profile, and qualify new prospective clients through practice client acquisition strategies * Intimate events, referral alliances, targeted seminars strategic networking and sourcing and introductions * Implement GBWM process utilizing current tools and technologies for clients and prospects. * Implement * Gather additional assets from existing client base and deepen relationships by partnering with all GWIM partners to deliver a full breadth solutions. * Coordinate technological support through the development of portfolio analysis, proposals and direct mail campaigns utilizing Salesforce and other tools and resources. * Provide technical expertise in certain product areas (e.g. Corporate 401(k), Rule 144, Insurance, Wealth Management Workstation ) * Provide marketing and organizational support. * May support additional activities included in GoodBetterBest of OPM
Posting Date: 12/04/2018
Location: Dallas, TX, PREMIER PLACE, 5910 N CENTRAL EXPY, - United States
Full / Part-time: Full time
Hours Per Week: 37.5
Shift: 1st shift
Enter your details to join Resume-Library and apply for this role
This email already exists
Enter your password to login and apply
Forgotten your password?
Bank of America Corporation
Website : http://www.bankofamerica.com
Bank of America Corporation, through its subsidiaries, provides various banking and financial products and services for individual consumers, small and middle market businesses, institutional investors, corporations, and governments in the United States and internationally. The companys Consumer & Business Banking segment offers traditional and money market savings accounts, CDs and IRAs, checking accounts, and investment accounts and products, as well as credit and debit cards; and lending related products and services, working capital management, and treasury solutions. This segment provides its products and services through operating 5,100 banking centers, 16,300 ATMs, call centers, and online and mobile banking platforms. Its Consumer Real Estate Services segment offers consumer real estate products comprising fixed and adjustable-rate first-lien mortgage loans for home purchase and refinancing needs, home equity lines of credit, and home equity loans. The companys Global Wealth & Investment Management segment provides investment and brokerage, estate and financial planning, fiduciary portfolio management, cash and liability management, and specialty asset management services; and retirement and benefit plan, philanthropic management, and asset management services. Its Global Banking segment provides various commercial loans, leases, commitment facilities, trade finance, real estate and asset-based loans, and consumer loans; treasury management, foreign exchange, and short-term investing options; and debt and equity underwriting and distribution, and merger-related and other advisory services. The companys Global Markets segment offers sales and trading services for securities and derivative products in primary and secondary markets; market-making, financing, securities clearing, settlement, and custody services to institutional investor clients; and risk management products. The company was founded in 1874 and is based in Charlotte, North Carolina.