Wealth Management Specialist - NR
Company: Disability Solutions
Location: Palo Alto
Posted on: September 28, 2024
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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.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:The Elite Growth Practice
(EGP) Wealth Management Specialist position may be filled at a
Trainee, Specialist or Senior level depending on experience of the
candidate and needs of the Financial Advisor Team. The Trainee is a
non-exempt position for a hire lacking required security licenses
and/or designation. This position allows the individual to become
fully licensed and achieve the appropriate designations required
for the position. If Series 7 and 66 (or 63 & 65) licenses and
approved designation are not currently held, must be obtained
within a specified timeframe to be eligible for Specialist
position.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 Specialist 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.Qualifications:--- Series 7, 63/65 or 66 or equivalent;
must obtain all state registrations in support of Financial
Advisor(s) and Advisor Team(s) If Series 7, 63/65 or 66 or
equivalent are not currently held, must be obtained within a
specified timeframe to be eligible for Specialist position.--- SAFE
ACT Registration; ADV-2B Required--- Obtain and/or maintain at
least one firm approved designation within specified timeframe---
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 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 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 growthShift:1st shift (United States of
America)Hours Per Week: 37.5Pay Transparency detailsUS - CA - Palo
Alto - 3075B HANSEN WAY (CA5814)Pay and benefits informationPay
range$28.50 - $48.08 hourly pay, offers to be determined based on
experience, education and skill set.Formulaic incentive
eligibleThis 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.BenefitsThis 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.
Keywords: Disability Solutions, Palo Alto , Wealth Management Specialist - NR, Executive , Palo Alto, California
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