Wealth Management Specialist

4 weeks ago

Palo Alto, California, United States Bank of America Full time

Job Description:

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team specializes in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

We empower our clients to bring their whole selves to work, valuing diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and brings their unique perspectives, ideas, and experiences, helping to create a work community that is culture-driven, resilient, results-focused, and effective.

Key Responsibilities:

  • Perform a variety of specialized functions across a Financial Advisor team, including Business Management, Business Development, Wealth Planning, Investment Management, or Relationship Management.
  • Provide quality client service and effective operations support.
  • May provide advice and assist with training for less-experienced team members.
  • Execute problem escalation and/or problem-solving of diverse scope, requiring extensive analysis and evaluation.
  • Exercise judgment within generally defined practices and policies in obtaining or determining solutions.

Qualifications:

  • 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.

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