Wealth Management Specialist Wealth Management Specialist …

Bank of America Merrill Lynch
à Punta Gorda, FL, États-Unis
CDI, Plein-temps
Soyez parmi les premiers à postuler
Competitive
Bank of America Merrill Lynch
à Punta Gorda, FL, États-Unis
CDI, Plein-temps
Soyez parmi les premiers à postuler
Competitive
Wealth Management Specialist
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 Planner role is a position on the Financial Advisor Team which operates in a capacity to further develop and service the client base. They are responsible for implementing and executing the Elite Growth Practice Model (EGP) in their specific functional role. Specific accountabilities for the role may vary depending on the teams practice. Performance is measured through specific goals, metrics and behavior's related to the execution of the EGP model. This position is subject to SAFE Act registration requirements

The Elite Growth Practice (EGP) Wealth Planner 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.

Role Responsibilities
  • Gather extensive financial information to drive plan creation
  • Enter client information into planning tool
  • Schedule and prepare materials for client meetings
  • Attend client meetings to review plan, capture changes and agree on next steps
  • Leverage financial data to identify possible solutions to meet client needs and goals
  • Engage specialists and partners to address client needs and deliver solutions
  • Monitor and update client information and plan changes on a consistent basis

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 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
  • 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


*** This position is posted as a more senior position but is flexible to be filled as a lower level position if the posted qualifications are met by a strong lower level applicant.

*** Please be advised that under current company policy, Merrill Lynch does not sponsor a visa petition or other work authorization, nor will the company provide relocation assistance, for this position.

Shift:
1st shift (United States of America)

Hours Per Week:
37.5
Learn more about this role

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