5 hours
2018-01-162018-02-15

Analyst Relationship Management FP - Everett, WA

Bank of America
Everett, WA
  • Job Code
    bankofamerica-17070718EverettWA
Advertisement
Company Bank of America

Job Title Analyst Relationship Management FP - Everett, WA

Jobid bankofamerica-17070718EverettWA

Location: Everett, WA, 98203, USA

Description **Job Description:**



The Analyst (Registered) is a fully paid or firm paid (exception only), salaried, exempt position on the Financial Advisor Team to further develop and service their client base. The Analyst is responsible for implementing and executing the Optimal Practice Model (OPM) in their specific functional role (i.e. Business Development, Business Management, Relationship Management or Investments). Specific accountabilities for the role may vary depending on the team’s practice. Performance is measured by the FA or FA team, along with OMT, through specific goals, metrics, and behavior related to the execution of the OPM function. The Analyst (Non Registered) is a non-exempt position for a non -licensed hire lacking a license and/or designation, until fully licensed and designation achieved. The Analyst (Registered) is a non-exempt position for licensed employees that are in progress of completing their designation in 12-months.



Analyst - Relationship Management (Exempt)



+ Define and deliver consistent ongoing c communication and engagement plan

+ Discuss fees charged and rationale regularly, and review platform and pricing on an ongoing basis

+ Deepen client relationships through ongoing profiling and identification of client needs, by creating a robust electronic profile form where information is captured and proactively updated on a regular basis

+ Plan and hold appreciation events and/or seminars and individual social outings to various client segments, and invite clients based on their needs/interests.

+ Leverage partners/specialists to identify opportunities with existing clients reviewing client’s situation with specialists on a regular basis

+ Maintain documentation of all client interactions in Salesforce, making full use of notes, assigned follow-ups, etc.



**Requirements:**



+ Either Series 7 and 66 licenses or Series 7, 63, and 65 licenses

+ All state licenses in support of FA or FA Team’s client base

+ All product licenses in support of FA or FA Team’s client base

+ Obtain and/or maintain at least one firm approved designation

+ Safe Act Registered



**Posting Date** : 10/17/2017



**Location** :

Everett, WA, EVERETT MUTUAL TOWER, 2707 COLBY AVE,

- United States



**Travel** : No



**Full / Part-time** : Full time



**Hours Per Week** : 37.5



**Shift** : 1st shift



**Assistance for Applicants with Disabilities**



Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please visit the Applicants with Disabilities page at http://careers.bankofamerica.com/us/applicants-with-disabilities .



**Diversity & Inclusion**



At Bank of America, our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities around the world can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.



**Frequently Asked Questions**



Need to know how to apply online, view a list of your submitted job applications or reset your password? Visit our FAQ at http://careers.bankofamerica.com/us/faq section for answers to these questions and more.



Before you go...

Our free job seeker tools include alerts for new jobs, saving your favorites, optimized job matching, and more! Just enter your email below.

Share this job:

Analyst Relationship Management FP - Everett, WA

Bank of America
Everett, WA

Share this job

Analyst Relationship Management FP - Everett, WA

Bank of America
Everett, WA

Separate email addresses with commas

Enter valid email address for sender.

Join us to start saving your Favorite Jobs!

Sign In Create Account
Powered ByCareerCast