Wealth Management Specialist

Wealth Management Specialist

Dallas, Texas

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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.

Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

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:

Wealth Management Specialistsareresponsible 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. Wealth Management Specialistsprovide quality client service and effective and efficient operations support. They may provide advice and assist with training for less experienced team members. Wealth Management Specialists execute problem escalation and/or problem solving in situations that requireextensive analysis and evaluation.Wealth Management Specialists are expected toexercise judgment within generally defined practices and policies whenobtaining or determining solutions. Wealth Management Specialists must have a working knowledge of the Merrill Lynch Wealth Management business and specialized team functions for which they areassigned.

Responsibilities:

• Provides quality client service and effective operations support by resolving client issues and analyzing data to address risk issues and trends

• Escalates issues and provides resolution on complex inquiries, requests, and problems related to client concerns

• Documents client interactions and provides team members with time sensitive updates

• Attends client review meetings to capture notes, document in Salesforce, and tracks all actions/activities to ensure the highest level of client service is provided

• Provides advice and assists with training for team members

Role Requirements

-Either Series 7 and 66 licenses or Series 7, 63, and 65 licenses; must obtain all state registrations held by the Financial Advisor(s) and AdvisorTeam(s)they support

-SAFE ACT Registration

-Individuals in this role are required to maintain a Form ADV -2B, which provides clients details on individuals experience and educational background, along with other requirements governed by the U.S. Securities and Exchange Commission ("SEC")

-Obtain and/or maintain at least one firm approved designation

-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 clientexperience

-Thorough knowledge and understanding of the suite of Wealth Management products andservices

-Detail oriented with strong organizational skills, and ability to manage multiple tasks and priorities atonce

-Strong partnership and relationship management skills; ability to work acrossfunctional areasand organizationallines/levels

-Ability to influence and demonstrate clear communication and collaboration with others to make sound decisions without directauthority

-Analytical skills with ability to identify trends, root cause and effects, and implement improved processes to increase growth and mitigaterisk

-Abilitytoidentifyclient needsandconcerns, andarticulateappropriateapproachtoalignsolutionstogoalstosupportresponsiblegrowth

Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.

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

Shift:

1st shift (United States of America)

Hours Per Week:

37.5

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

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Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.

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