Private Wealth Investment Management Specialist

Overview Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. The advisory teams guide clients in achieving retirement, education, legacy, and other life goals through investment advice and banking convenience. Responsibilities Develop the group’s investment strategy through portfolio analysis. Develop extensive expertise in a wide range of investment product areas. Deliver a full range of investment products and services from across the enterprise. Prepare and present client performance review reports. Partner with internal specialists to deliver holistic investment solutions. Qualifications Series7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support. SAFE Act Registration; must register and pass required background checks; failure to maintain registration may result in disciplinary action up to termination. ADV‑2B required. Maintain at least one firm‑approved designation. Strong communication, analytical, and portfolio management skills. Deep understanding of investment management best practices, policies, and procedures. Ability to identify client needs, articulate appropriate solutions, and align them to goals. Skills Causation Analysis Financial Management Investment Management Trading Strategy Trading and Investment Analysis Portfolio Analysis Portfolio Management Price Verification and Valuation Trade Monitoring Trading Client Investments Management Client Solutions Advisory Financial Analysis Financial Forecasting and Modeling Wealth Planning Education High School Diploma / GED / Secondary School or equivalent. Work Environment Shift: 1st shift (United States of America) Hours Per Week: 40 Eligibility: Internal employees working from home are still eligible to apply; selected candidates may be required to work onsite in accordance with workplace excellence policy. #J-18808-Ljbffr