Wealth Management Specialist

Job Description:

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

Merrill 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 Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

Job Description:

Wealth Management Specialistsareresponsible for performing a variety of specialized functions across a Financial Advisor team such as: Business Management, Business Development, Wealth Planning, Investment Management or Relationship Management. Wealth Management Specialistsprovide quality client service and effective and efficient operations support. They may provide advice and assist with training for less experienced team members.

Wealth Management Specialists execute problem escalation and/or problem solving in situations that requireextensive analysis and evaluation.Wealth Management Specialists are expected toexercise judgment within generally defined practices and policies whenobtaining or determining solutions. Wealth Management Specialists must have a working knowledge of the Merrill Lynch Wealth Management business and specialized team functions for which they areassigned.

Responsibilities:

• Provides quality client service and effective operations support by resolving client issues and analyzing data to address risk issues and trends
• Escalates issues and provides resolution on complex inquiries, requests, and problems related to client concerns
• Documents client interactions and provides team members with time sensitive updates
• Attends client review meetings to capture notes, document in Salesforce, and tracks all actions/activities to ensure the highest level of client service is provided
• Provides advice and assists with training for team members
• Role Requirements
• •Either Series 7 and 66 licenses or Series 7, 63, and 65 licenses; must obtain all state registrations held by the Financial Advisor(s) and AdvisorTeam(s)they support
• •SAFE ACT Registration
• •Individuals in this role are required to maintain a Form ADV -2B, which provides clients details on individuals experience and educational background, along with other requirements governed by the U.S. Securities and Exchange Commission (“SEC”)
• •Obtain and/or maintain at least one firm approved designation
• •Demonstrated expertise and impact in at least two of the following specialized functions: Wealth Planning, Investment Management, Business Development, Business Management and/or Relationship Management
• •Possess and demonstrate strong communication skills
• •Understanding of how to deliver a strong overall clientexperience
• •Thorough knowledge and understanding of the suite of Wealth Management products andservices
• •Detail oriented with strong organizational skills, and ability to manage multiple tasks and priorities atonce
• •Strong partnership and relationship management skills; ability to work acrossfunctional areasand organizationallines/levels
• •Ability to influence and demonstrate clear communication and collaboration with others to make sound decisions without directauthority
• •Analytical skills with ability to identify trends, root cause and effects, and implement improved processes to increase growth and mitigaterisk
• •Abilitytoidentifyclient needsandconcerns, andarticulateappropriateapproachtoalignsolutionstogoalstosupportresponsiblegrowth
• Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.
• Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
• Shift: 1st shift (United States of America)
• Hours Per Week: 37.5