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Wealth Management Professional
2 months ago
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experts helps clients pursue their financial goals through personalized advice and guidance.
We are seeking a highly skilled Wealth Management Specialist to join our team. As a key member of our Financial Advisor team, you will be responsible for performing a variety of specialized functions, including business management, business development, wealth planning, investment management, and relationship management.
Key Responsibilities:
- Provide quality client service and effective operations support
- Assist with training for less experienced team members
- Execute problem escalation and/or problem-solving of diverse scope
- Exercise judgment within generally defined practices and policies in obtaining or determining solutions
Requirements:
- Series 7, 63/65 or 66 or equivalent; must obtain all state registrations in support of Financial Advisor(s) and Advisor Team(s)
- 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
What We Offer:
- Competitive hourly pay: $48.08
- Formulaic incentive eligible
- Benefits eligible
About Us:
Bank of America is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse.
