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$75k–$90k/yr
Full-time
Paid time off, Incentive plan, Health and wellness support
Posted 10d ago
~40 hrs/week
Responsibilities
The role involves managing a book of high-net-worth, self-directed clients and serving as their primary point of contact for complex trading and servicing needs. The manager will drive asset growth and product penetration while maintaining a client-focused approach to enhance the overall relationship.
Requirements
Candidates must have 3-5 years of investment, trading, and brokerage experience, along with Series 7 and 66 licenses. Proficiency in advanced trading strategies, including options and fixed income, is required, as is the ability to maintain SAFE Act registration.
Full 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 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!
This role is responsible for helping clients with complex trading, servicing and relationship needs. Key responsibilities include managing a book of high-net-worth, self-directed clients, serving as their primary point of contact for all trading needs, operating autonomously to constantly search for opportunities to enhance client delight and advancing our standing as the client's sole financial institution. Licensing requirements are as follows: Series 7 and 66 or their equivalent. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:
Manages a book of high net worth, active self-directed clients and serves as primary point of contact for all of the clients' trading and servicing needs
Delivers on performance goals, such as driving asset growth and expanding the breadth and depth of client relationships through product penetration
Takes a client-focused approach by being a reliable expert on the client's most complex trading, servicing, and relationship needs and elevating to the status of a trusted counterpart, ultimately winning wallet share
Demonstrates knowledge of trading mechanics, fixed income, options, margin, and margin regulations
Executes a disciplined approach to all business development strategies and goals to achieve business growth, while focusing on the client experience
Develops knowledge of internal policies, procedures, and processes to ensure the most flawless and seamless execution of the most complex trading strategies
Works seamlessly across all enterprise business lines, including Global Wealth and Investment Management (GWIM), US Trust and Preferred Banking, as well as internal partners within Merrill Edge to deliver a world-class relationship model and improve processes
Required Qualifications:
Minimum 3 - 5 years of investment, trading and brokerage experience required
Experience with advanced trading strategies, options, fixed income, and margin required
Series 7 and 66 licensing required
Confident and engaging presence
Sound decision making skills with ability to manage risk and overall client experience
Strong analytical and organizational skills
Strong interpersonal skills and the ability to work in a team environment
Ability to handle multiple tasks in a dynamic environment
For internal employees; participation in a work from home posture does not make you ineligible to post
Desired Qualifications:
Wealth management and private client experience
Knowledge of the Enterprise platforms (US Trust, BAC, Advisory)
Additional Skills Used:
Account Management
Advisory
Client Experience Branding
Customer and Client Focus
Oral Communications
Active Listening
Attention to Detail
Client Solutions Advisory
Issue Management
Pipeline Management
Causation Analysis
Client Management
Risk Management
Trading
Written Communications
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - NJ - Pennington - 1400 American Blvd - Hopewell Bldg 4 (NJ2140), US - RI - Riverside - 3400 Pawtucket Ave - East Providence Call Center (RI1530)Pay and benefits informationPay range$75,000.00 - $90,000.00 annualized salary, offers to be determined based on experience, education and skill set.Formulaic incentive eligibleThis role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee’s performance against defined metrics.BenefitsThis 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.
Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company serves approximately 56 million U.S. consumer and small business relationships. It is among the world's leading wealth management companies and is a global leader in corporate and investment banking and trading.
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Offices: 100 North Tryon Street, Charlotte, NC 28202, US · 16001 Dallas Pkwy, Addison, TX 75001, US · 3123 N Scottsdale Rd, Scottsdale, AZ 85251, US · 135 S La Salle St, Chicago, IL 60603, US · 500 W 7th St, Fort Worth, TX 76102, US
How many Customer Service & Support jobs are open in Fort Worth, TX right now?
There are currently 3,187 open customer service & support positions in Fort Worth, TX listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Customer Service & Support roles in Fort Worth, TX?
Companies currently hiring include Domino's, Starbucks, Lowe's Companies, Inc., Allied Universal, Dollar Tree Stores, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Customer Service & Support jobs in Fort Worth, TX?
Yes — 197 of the 3187 open customer service & support positions offer remote or hybrid work (101 remote, 96 hybrid).
How do I apply for Customer Service & Support jobs in Fort Worth, TX?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.