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Wealth Management Professional
1 month 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 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 a 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.
High School Diploma / GED / Secondary School or equivalent.
Work Schedule:1st shift (United States of America).
Hours Per Week:40.
