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 working with Financial Advisor (FA) teams to provide comprehensive financial planning solutions. Key responsibilities include identifying strategic investment opportunities, driving financial planning by gathering and analyzing data to create robust financial plans, and fostering internal relationships. Job expectations include having knowledge of Estate and Gift Taxes, Philanthropy, Trust Structures, Insurance, Income Tax Planning, and Investment Management and a comprehensive understanding of the suite of solutions, platforms, and initiatives across the bank. 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:

Leverages extensive financial data to identify possible solutions to meet client needs and goalsSchedules, prepares, and attends client meetings to review plans, capture changes, and discuss next stepsMonitors, updates, and maintains client information in a related planning tool and plans on a consistent basisEngages with specialists and partners to address client needs and deliver solutions

Skills:

Business DevelopmentClient Investments ManagementPortfolio AnalysisPortfolio ManagementWealth PlanningCausation AnalysisClient ManagementData VisualizationRisk ModelingTrading and Investment AnalysisInvestment ManagementReferral Identification

Required Qualifications:

Series 7, 63/65 or 66 or equivalent; must maintain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they supportSAFE ACT Registration; ADV-2B RequiredCFP® or CPWA® designation and/or obtain/maintain at least one firm approved designationUnderstanding of how to deliver a strong overall client experienceThorough knowledge and understanding of the suite of Wealth Management products and servicesPossess and demonstrate strong communication skillsSuperior relationship management skills to partner effectively with specialists and across lines of business to meet the needs of clientsStrong analytical skills with the ability to identify trends, root cause and effects and develop strategies to increase growth and mitigate riskAbility to make sound decisions by having a deep understanding of financial planning 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​

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

Shift:

1st shift (United States of America)

Hours Per Week: 

40