Wealth Management Specialist
1 month ago
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:
The Elite Growth Practice (EGP) Wealth Management Specialist position may be filled at a Trainee, Specialist or Senior level depending on experience of the candidate and needs of the Financial Advisor Team. The Trainee is a non-exempt position for a hire lacking required security licenses and/or designation. This position allows the individual to become fully licensed and achieve the appropriate designations required for the position. If Series 7 and 66 (or 63 & 65) licenses and approved designation are not currently held, must be obtained within a specified timeframe to be eligible for Specialist position.
The Wealth Management Specialist is responsible 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. The Wealth Management Specialist provides quality client service and effective and efficient operations support. He or she may provide advice and assist with training for less experienced team members. Executes problem escalation and/or problem solving of diverse scope where extensive analysis and evaluation may be required. Exercises judgment within generally defined practices and policies in obtaining or determining solutions. Has working knowledge of the Merrill Lynch Wealth Management business and specialized team functions for which he or she is assigned.
Qualifications:
• Series 7, 63/65 or 66 or equivalent; must obtain all state registrations in support of Financial Advisor(s) and Advisor Team(s) If Series 7, 63/65 or 66 or equivalent are not currently held, must be obtained within a specified timeframe to be eligible for Specialist position.
• SAFE ACT Registration; ADV-2B Required
• Obtain and/or maintain at least one firm approved designation within specified timeframe
• 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 client experience
• Thorough knowledge and understanding of the suite of Wealth Management products and services
• Detail oriented with strong organizational skills, and ability to manage multiple tasks and priorities at once
• Strong partnership and relationship management skills; ability to work across EGP functions and organizational lines/levels
• Ability to influence and demonstrate clear communication and collaboration with others to make sound decisions without direct authority
• Analytical skills with ability to identify trends, root cause and effects, and implement improved processes to increase growth and mitigate risk
• Ability to identify client needs and concerns, and articulate appropriate approach to align solutions to goals to support responsible growth
Shift:
1st shift (United States of America)
Hours Per Week:
37.5
Pay Transparency details
US - CA - Palo Alto - 3075B HANSEN WAY (CA5814)
Pay and benefits information
Pay range
$28.50 - $48.08 hourly pay, offers to be determined based on experience, education and skill set.
Formulaic incentive eligible
This 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.
Benefits
This 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.
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