Wealth Management Specialist

About the role

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. This EGP Trainee program is designed to develop and prepare candidates to further develop and service the Financial Advisor (FA) Teams client base. The Trainee role allows EGP Specialists to become fully licensed and achieve the appropriate designations required for the position.

Responsibilities

• Develop and service client segments and the next generation and their next generations and beneficiaries.
• Gather additional assets from existing client base and deepen relationships by partnering with all Merrill partners to deliver a full breadth of solutions.
• Coordinate technological support through the development of portfolio analysis, proposals, and direct mail campaigns utilizing Salesforce and other tools and resources.
• Provide technical expertise in certain product areas (e.g., Corporate 401(k), Rule 144, Insurance, Wealth Management Workstation).
• Provide marketing and organizational support.
• Identify and own the client onboarding process.
• Document client interactions and provide team with time-sensitive updates.
• Execute on team service model.
• Absorb and own the client off-boarding process.
• Attend client review meetings to assist in re-discovery conversations, capture notes, and follow up in Salesforce, and track all actions/activities to ensure highest level of client service.
• Monitor and report on client satisfaction and manage the resolution of client escalations.

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 Advisor Team(s) they support.
• SAFE ACT Registration.
• Possess and demonstrate strong communication skills.
• Ability to lead through collaboration and influence without direct authority.
• Detail-oriented with strong organizational skills, and ability to manage multiple tasks and priorities at once.
• Thorough knowledge and understanding of the suite of Wealth Management products and services.
• Proven ability to manage risk and support sound decisions.
• Ability to research escalated client issues for response/resolution.

Qualifications

• High School Diploma / GED / Secondary School or equivalent.

Benefits

Merrill Wealth Management offers a competitive benefits package, including health insurance, retirement plans, and paid time off.

Pay

The salary range for this position is $50,000 - $80,000 annually, commensurate with experience.

Schedule

This position operates in a marketing and sales development role, typically working 1st shift (United States of America) 37.5 hours per week.