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Merrill Lynch Wealth Management Associate Jobs (NOW HIRING)

Bank of America

WI · On-site

Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Has working knowledge of the Merrill Lynch Wealth Management business and specialized team ...

National Black MBA Association

Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Has working knowledge of the Merrill Lynch Wealth Management business and specialized team ...

Bank of America

Business Manager

Northbrook, IL

Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Requires a thorough knowledge of the Merrill Lynch Wealth Management business functional area and ...

Bank of America

Business Manager

Northbrook, IL · On-site

Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Requires a thorough knowledge of the Merrill Lynch Wealth Management business functional area and ...

Bank of America

Business Manager

Northbrook, IL · On-site

Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Requires a thorough knowledge of the Merrill Lynch Wealth Management business functional area and ...

Bank of America

Business Manager - EGP

Northbrook, IL · On-site

Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Requires a thorough knowledge of the Merrill Lynch Wealth Management business functional area and ...

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Private Wealth Management Specialist

Dallas, TX • On-site

Bank of America
Finance and Insurance • 10K+ employees
Learn more about Bank of Americaexternal

Full-time

Posted 12 days ago

Bank Of America rating

8.3

Company rating: 8.3 out of 10

Based on 539 frontline employees who took The Breakroom Quiz

Job description

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 that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Job Description:
The Wealth Management Specialist is responsible 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. The Wealth Management Associate provides quality client service and effective and efficient operations support. He or she may provide advice and assist with training for less experienced team members. Executes problem escalation and/or problem solving of diverse scope where extensive analysis and evaluation may be required. Exercises judgment within generally defined practices and policies in obtaining or determining solutions. Has working knowledge of the Merrill Lynch Wealth Management business and specialized team functions for which he or she is assigned. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan 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. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
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 support
  • SAFE ACT Registration; ADV-2B Required
  • 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
  • Demonstrate an 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 Elite Growth Program (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

Skills:
  • Account Management
  • Business Acumen
  • Customer Service Management
  • Client Management
  • Portfolio Management
  • Referral Identification
  • Referral Management
  • Relationship Building
  • Administrative Services
  • Process Simplification

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
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.
Shift:
1st shift (United States of America)
Hours Per Week:
40

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About Bank Of America

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At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

Charlotte, NC, US

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