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Merrill Wealth Advisor
2 weeks ago
About the Position
The Elite Growth Practice (EGP) Wealth Management Specialist position may be filled at a Trainee, Specialist, or Senior level depending on the experience of the candidate and needs of the Financial Advisor Team.
Responsibilities
- Perform a variety of specialized functions across a financial advisor team
- Provide quality client service and effective operations support
- Execute problem escalation and/or problem solving of diverse scope where extensive analysis and evaluation may be required
- 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
- 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