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Wealth Management Specialist - NPD
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locations
Los Angeles
time type
Full time
posted on
Posted 2 Days Ago
job requisition id
24013186
Job Description:
Business Overview:
Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
The Elite Growth Practice (EGP)
Wealth Management
Specialist
position may be filled at a Trainee, Specialist or Senior level depending on experience of the candidate and needs of the Financial Advisor Team. The Trainee is a non-exempt position for a hire lacking required security licenses and/or designation. This position allows the individual to become fully licensed and achieve the appropriate designations required for the position. If Series 7 and 66 (or 63 & 65) licenses and approved designation are not currently held, must be obtained within a specified timeframe to be eligible for Specialist position.
The Wealth Management
Specialist
is
responsible for
performing
a variety of specialized functions across a
Financial
Advisor
team
such as: Business Management, Business Development, Wealth Planning, Investment Management or Relationship Management.
The
Wealth Management
Specialist
provides
quality client
service
and
effective
and
efficient
operations support. He or she
may provide
advice and assist with training for
less
experienced team members. Executes
problem
escalation and/
o
r problem
solving
of diverse scope
where extensive
analysis and evaluation may be required. Exercises judgment within
generally
defined practices and policies
in
obtaining
or determining solutions. Has
working
knowledge of the Merrill Lynch Wealth Management business and specialized
team
functions for which he or
she
is
assigned.
Qualifications
Series
7, 63/65 or 66 or equivalent; must
obtain
all state registrations in support of Financial Advisor(s) and Advisor
Team(s
)
If
Series
7
, 63/65 or 66 or
equivalent
are
not currently held, must be obtained within a specified timeframe to be eligible for Specialist position.
SAFE
ACT
Registration
; ADV-2B
R
equired
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
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
Shift:
1st shift (United States of America)
Hours Per Week:
37.5
About Us
Bank of America is committed to help employees through the transition period when theyre displaced as a result of a workforce reduction, realignment or similar measure.
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