Job Description:

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill 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.

Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

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

Job Description:
This job is responsible for performing specialized functions across a Financial Advisors (FAs) team, such as defining an FA's or FA team's overall investment management philosophy through portfolio analysis and performing business management and business development activities. Key responsibilities include providing operational support and quality client service through offering a full range of investment products and services across the enterprise. Job expectations include leveraging specialists and financial planning tools to deliver holistic investment solutions. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Responsibilities:

Maintains an understanding of the Chief Investment Office (CIO) philosophy, proprietary planning, and investment management toolsMonitors, analyzes, and reviews the current market environment and research portfolio recommendationsMonitors and manages client portfolios to align with client goals, objectives, risk tolerance, and time horizonsReviews and manages team proprietary models to align with current market assumptions by participating in CIO and manager updates and reviewing reports and allocation updatesCreates analytical reports for Financial Advisors to review client investment portfolio performances against market returnsAssesses and shares pricing findings with clients to ensure understanding of the value of advice and accompanying solutions

Required Qualifications:

Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they supportSAFE Act Registration; ADV-2B RequiredObtain and/or maintain at least one firm approved designationPossess and demonstrate strong communication skillsThorough knowledge and understanding of the suite of Wealth Management products and servicesStrong analytical and portfolio management skills with the ability to identify trends and implement investment strategies to increase growth and mitigate riskAbility to make sound decisions by having a deep understanding of investment management best practices and policies/proceduresAbility to identify client needs and concerns and articulate appropriate approach to align solutions to goals in a suitable and controlled way​

Desired Qualifications:

Chartered Financial Analyst® or CFA®

Skills:

Causation AnalysisFinancial ManagementInvestment ManagementTrading StrategyTrading and Investment AnalysisPortfolio AnalysisPortfolio ManagementPrice Verification and ValuationTrade MonitoringTradingClient Investments ManagementClient Solutions AdvisoryFinancial AnalysisFinancial Forecasting and ModelingWealth Planning

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Pay Transparency details

US - CT - Fairfield - 1499 POST RD (CT9499)

Pay and benefits information

Pay range

$49,920.00 - $100,000.00 annualized salary, offers to be determined based on experience, education and skill set.

Formulaic incentive eligible

This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee’s performance against defined metrics.

Benefits

This role is currently benefits eligible. 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.