Trust Specialist - Florida - E. Coast

Bank Of America Corporation Fort Lauderdale , FL 33301

Posted 3 weeks ago

Job Description:

Retirement & Personal Wealth Solutions (RPWS) serves the core financial needs of individual clients and plan participants by providing best in class, integrated products in the most intuitive, efficient and client friendly way while maintaining a forward thinking mindset and risk management focus. RPWS is responsible for both the institutional and personal retirement capability set to include 401(k), Equity and Health Benefit plans for companies of all sizes as well as college savings, personal retirement planning, retirement income, insurance and estate planning for individuals. RPWS also provides tools and content that enables advisors and bankers to help their client's live their best financial lives.

Job Description:

The Trust Specialist develops trust business in accordance with assigned production and referral goals by providing guidance on Bank of America Private Bank products and services to Merrill Lynch Financial Advisors (FAs), Private Wealth Advisors (PWAs), Market Executives (MEs), and clients. The Trust Specialist is a fieldbased position covering a specific territory of Merrill Lynch offices and reporting directly to a RPWS Division Trust Executive.

Responsibilities include:

  • Raise awareness with FAs, PWAs, and MEs, around their clients' and prospects' trust and estate planning needs

  • In partnership FAs/PWAs, support the creation and implementation of trust and estate planning strategies for clients and prospects

  • Lead conversations, conference calls, and WebEx presentations with clients, FAs/PWAs, and outside legal and tax advisors as needed.

These conversations could include:

o Wealth transfer techniques using Private Bank products and services

o How Private Bank products and services could be included in the client's estate plan

o Fiduciary requirements for trust administration and investment management

  • Identify trust opportunities through conversations and book reviews with FAs/PWAs and Market Executives

  • Build solid relationships with FAs, PWAs, and MEs in the assigned territory

  • Participate in office/market sales meetings to provide education and guidance on Private Bank products and services

  • Provide overall leadership and direction for assigned trust sales and administration teams

  • Manage the trust onboarding process to deliver a seamless client and FA/PWA experience


  • Seasoned professional with extensive experience as a subject matter expert in trust and estate planning required

  • 7 to 10 years of experience in the financial industry with proven track record as a sales professional required

  • Bachelors' degree required, JD strongly preferred (will also consider CPA/MBA)

  • SIE, Series 7 and Series 66 required (may consider individuals who are able to obtain within compliance deadline); Series 63 and 65 accepted in lieu of 66

  • Professional presentation, communication, and meeting management skills required

  • Knowledge of fiduciary investment strategies and experience in a brokerage environment preferred

  • Financial designations such as CTFA, CFA, CFP preferred

  • Excellent interpersonal and relationship management skills, including a positive attitude and the ability to work well as part of a


  • Selfstarter with ability to work under pressure with minimal hands on direction

  • Travel 75%

Posting Date: 07/28/2019

Location: Miami, FL, 200 S BISCAYNE BLVD (FL9830), Fort Lauderdale, FL, LAS OLAS CENTRE, 450 E LAS OLAS BLVD, - United States

Travel: Yes, 75% of the time

Full / Part-time: Full time

Hours Per Week: 40

Shift: 1st shift

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Trust Specialist - Florida - E. Coast

Bank Of America Corporation