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Wealth Management Specialist
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 a personal relationship with their advisory team.
We believe trust comes from transparency. Our advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. We empower our employees to bring their whole selves to work, valuing diversity in our thoughts, business, and within our employees and clients.
Job Responsibilities:- Develop and service client segments and the next generation and their next generations and beneficiaries.
- Gather additional assets from existing client base and deepen relationships by partnering with all Merrill partners to deliver a full breadth of solutions.
- Coordinate technological support through the development of portfolio analysis, proposals, and direct mail campaigns utilizing Salesforce and other tools and resources.
- Provide technical expertise in certain product areas (e.g. Corporate 401(k), Rule 144, Insurance, Wealth Management Workstation).
- Provide marketing and organizational support.
- Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support.
- SAFE ACT Registration; ADV-2B Required.
- Obtain and/or maintain at least one firm-approved designation within a specified timeframe.
- Possess and demonstrate strong communication skills.
- Ability to lead through collaboration and influence without direct authority.
- Detail-oriented with strong organizational skills and ability to manage multiple tasks and priorities at once.
- Thorough knowledge and understanding of the suite of Wealth Management products and services.
- Proven ability to manage risk and support sound decisions.
- Ability to research escalated client issues for response/resolution.
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.
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law.
