Wealth Management Specialist

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.

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.

This job is responsible for performing a variety of specialized functions across a team of Financial Advisors, such as business management, business development, wealth planning, investment management, or relationship management. Key responsibilities include providing quality client service, operations support, and executing problems where extensive analysis and evaluation is required. The role may include provision of residential mortgage loans, requiring SAFE Act registration and compliance with federal regulations.

The position may be filled at a Trainee, Specialist or Senior level depending on experience. The Trainee is a non‑exempt position for a hire lacking required security licenses and/or designation. This training program develops and prepares candidates to further develop and service the FA Teams client base, eventually allowing them to become fully licensed and attain the necessary designations before taking on the full EGP Specialist role.

• Provide quality client service and effective operations support by resolving client issues and analyzing data to address risk issues and trends.
• Escalate issues and provide resolution on complex inquiries, requests, and problems related to client concerns.
• Document client interactions and provide team members with time‑sensitive updates.
• Attend client review meetings to capture notes, document in Salesforce, and track all actions/activities to ensure the highest level of client service.
• Provide advice and assist with training for team members.

• 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 (must register and maintain background check).
• Maintain a Form ADV‑2B.
• Obtain and/or maintain at least one firm‑approved designation.
• Strong communication skills.
• Ability to lead through collaboration and influence without direct authority.
• Detail‑oriented with strong organizational skills, managing multiple tasks and priorities.
• Proven ability to manage risk and support sound decisions.
• Ability to research escalated client issues for response/resolution.

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

High School Diploma / GED / Secondary School or equivalent.

1st shift (United States of America)

37.5