Wealth Management Banking Specialist

3 weeks ago

Austin, United States Disability Solutions Full time
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.

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:
This job is responsible for partnering with Merrill Financial Advisors (FAs) to deliver banking and borrowing solutions to their clients. Key responsibilities include creating relationships with FAs to deepen Merrill client relationships by connecting them to consumer banking solutions and providing ongoing servicing of those solutions. Job expectations include providing comprehensive banking solutions to clients, serving as a digital product expert, as well as identifying and encouraging FA client referrals to other Bank of America specialists.

Responsibilities:

  • Emphasizes broader banking implications and benefits to Financial Advisors (FAs) and their teams to promote incorporation of banking into day-to-day FA practices and operations
  • Partners with Financial Advisor teams to educate clients on banking products and help navigate complex client situations
  • Delivers a high-quality client experience that is consistent with the expectations of a Wealth Management client by providing comprehensive financial solutions to clients, including managing expenses, building wealth, and managing debt
  • Ensures exceptional client service quality delivery by supporting the operational execution of tasks and conducting follow-up routines to meet client needs
  • Understands and accesses the full breadth of resources across the bank to create opportunities that meet a client's diverse financial needs


Skills:
  • Account Management
  • Client Solutions Advisory
  • Customer and Client Focus
  • Influence
  • Relationship Building
  • Advisory
  • Client Experience Branding
  • Executive Presence
  • Networking
  • Sales Performance Management
  • Attention to Detail
  • Pipeline Management
  • Presentation Skills
  • Prioritization
  • Referral Identification


Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:
1st shift (United States of America)

Hours Per Week:
40

  • Wealth Management Professional

    2 days ago

    Austin, Texas, United States SKYLINE WEALTH STRATEGIES, LLC Full time

    Job OverviewSkyline Wealth Strategies, LLC is a prominent wealth management company based in Austin, Texas. As an Associate Wealth Advisor, you will play a vital role in supporting client relationships and ensuring operational excellence.ResponsibilitiesClient Planning & Preparation:Update client portfolios, income planning documents, and tax/estate planning...

  • Wealth Management Specialist

    3 days ago

    Austin, Texas, United States Walter Mccone - State Farm Agent Full time

    Wealth Management Specialist Job DescriptionWalter Mccone - State Farm Agent is seeking a seasoned Wealth Management Specialist to join our team. As a key member of our agency, you will play a vital role in helping clients achieve their long-term financial goals through expert investment advice and wealth management strategies.About the RoleThis is an...

  • Exencial Wealth Advisors | Paraplanner

    2 days ago

    austin, United States Exencial Wealth Advisors Full time

    Position Overview Exencial Wealth Advisors is seeking a dedicated and detail-oriented Paraplanner to support our financial planning team. This role focuses on preparing financial plans, managing client workflows, and assisting advisors in delivering high-quality client service. This is not a business development role or a career track to becoming a financial...

  • Associate Wealth Advisor

    2 days ago

    Austin, Texas, United States SKYLINE WEALTH STRATEGIES, LLC Full time

    About UsSkyline Wealth Strategies, LLC is a leading wealth management company dedicated to delivering exceptional results for our clients. We are committed to providing personalized service, expert guidance, and innovative solutions to help our clients achieve their financial goals.Job SummaryThe Associate Wealth Advisor role plays a critical part in our...

  • Director of Wealth Management

    6 days ago

    Austin, Texas, United States Ark Financial Full time

    About UsAt Ark Financial, we strive to create a culture of respect, where every family feels valued and supported in their wealth management journey.Job OpportunityWe are seeking a highly skilled Family Office Director to lead our client families through strategic planning, investment management, and operational efficiency.ResponsibilitiesKey...

  • Capitol Wealth Strategies | Financial Advisor

    2 days ago

    austin, United States Capitol Wealth Strategies Full time

    Company DescriptionCapitol Wealth Strategies, based in Austin, TX, is committed to providing innovative financial strategies that empower clients to take control of their financial future and navigate a clear path to long-term wealth and security. As a proud Agency of The Guardian Life Insurance Company of America®, we offer a comprehensive suite of...

  • Wealth Management Professional

    2 days ago

    Austin, Texas, United States Mohr Talent Full time

    We are looking for a highly skilled Wealth Management Professional to join our team at Mohr Talent. The ideal candidate will have a strong background in financial services and wealth management.The estimated salary for this role is $70,000 - $85,000 per year, depending on location and experience.Key Responsibilities:Client Servicing: Provide exceptional...

  • Strategic Wealth Designers | Lead Financial Advisor

    2 days ago

    austin, United States Strategic Wealth Designers Full time

    Are you an experienced financial advisor who is tired of the daily grind of prospecting and trying to uncover new clients/assets through grassroots marketing and cold calling? Would you enjoy working for a rapidly growing and respected RIA firm with unlimited income potential?Strategic Wealth Designers (SWD) is a full-service financial firm specializing in...

  • Wealth Management Consultant

    5 days ago

    Austin, Texas, United States Realized Holdings Inc Full time

    Role OverviewThis position offers an exciting opportunity to join a leading financial institution as a Wealth Management Consultant. As a key member of our team, you will be responsible for managing accredited and sophisticated clients, providing guidance on Tax Optimized Real Estate (TORE) solutions, and developing customized investment plans.Main...

  • Senior Wealth Management Consultant

    4 weeks ago

    Austin, Texas, United States Realized Holdings Inc Full time

    We are seeking a highly skilled Senior Wealth Management Consultant to join our team at Realized Holdings Inc.As a Senior Wealth Management Consultant, you will be responsible for managing accredited and sophisticated clients, entities, Broker Dealers and RIA(s) seeking guidance with transitioning from direct investment property to diversified portfolios of...

  • Financial Planning Specialist

    3 days ago

    Austin, Texas, United States SKYLINE WEALTH STRATEGIES, LLC Full time

    Job DescriptionWe are seeking an experienced Financial Planning Specialist to join our team at Skyline Wealth Strategies, LLC. The ideal candidate will have a strong background in finance, excellent communication skills, and the ability to build trust with clients.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients.Collaborate...

  • Comprehensive Wealth Manager

    3 days ago

    Austin, Texas, United States A+ Federal Credit Union Full time

    Job DescriptionThis Comprehensive Wealth Manager position requires an individual who can work independently and collaboratively as part of a team. Key responsibilities include identifying customer needs, developing personalized investment strategies, and providing exceptional service to all members/clients.The successful candidate will have a Bachelor's...

  • Investment Property Wealth Manager

    6 days ago

    Austin, Texas, United States Realized Holdings Inc Full time

    Job DescriptionThis role is designed for a highly motivated individual with strong consultative skills to manage accredited and sophisticated clients seeking guidance on transitioning from direct investment property to diversified portfolios of interests in institutional-quality properties using Tax Optimized Real Estate (TORE) solutions. The successful...

  • Wealth Management Professional

    4 days ago

    Austin, Texas, United States A+ Federal Credit Union Full time

    About the RoleAs a Wealth Management Professional, you will be responsible for identifying and evaluating customer needs, developing personalized investment strategies, and creating comprehensive financial plans. You will also remain visible to the public to meet potential new clients and conduct client workshops/seminars on various...

  • Wealth Operations Associate

    1 week ago

    Austin, United States Mohr Talent Full time

    Job Title: Wealth Operations Associate Overview: The Licensed Financial Services Representative (or Financial Services Professional / Wealth Operations Associate) plays a key role in providing exceptional client support and operational expertise within a dynamic wealth management environment. This individual is responsible for assisting clients with...

  • Wealth Operations Associate

    2 days ago

    Austin, United States Mohr Talent Full time

    Job Title: Wealth Operations Associate Overview: The Licensed Financial Services Representative (or Financial Services Professional / Wealth Operations Associate) plays a key role in providing exceptional client support and operational expertise within a dynamic wealth management environment. This individual is responsible for assisting clients with...

  • Insurance and Wealth Strategist

    3 days ago

    Austin, Texas, United States Empire Leadership Development Full time

    Job ResponsibilitiesAs a Life Insurance Agent with Empire Leadership Development, you will be responsible for educating families and individuals about retirement, insurance, savings, wealth protection, and debt elimination. You will customize financial plans and perform portfolio reviews to better help preserve people's wealth.Requirements: Obtain a Life...

  • Account Acquisition Specialist

    2 weeks ago

    Austin, Texas, United States Wealth Recruitment, LLC Full time

    Job OverviewAs a Sales Development Associate at Wealth Recruitment, LLC, you will be responsible for driving the sales process from start to finish. This includes becoming a product expert, engaging prospects, identifying needs, presenting tailored solutions, closing deals, and providing diligent follow-up.The ideal candidate will have 2+ years of experience...

  • Paraplanner

    15 hours ago

    Austin, United States Exencial Wealth Advisors Full time

    Position Overview Exencial Wealth Advisors is seeking a dedicated and detail-oriented Paraplanner to support our financial planning team. This role focuses on preparing financial plans, managing client workflows, and assisting advisors in delivering high-quality client service. This is not a business development role or a career track to becoming a financial...

  • Paraplanner

    2 days ago

    Austin, United States Exencial Wealth Advisors Full time

    Position Overview Exencial Wealth Advisors is seeking a dedicated and detail-oriented Paraplanner to support our financial planning team. This role focuses on preparing financial plans, managing client workflows, and assisting advisors in delivering high-quality client service. This is not a business development role or a career track to becoming a financial...