Wealth Management Specialist

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. The firm specializes in goals-based wealth management, including retirement, education, legacy, and other life goals through investment advice and guidance. 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.

The role supports a team of Financial Advisors across business management, development, wealth planning, investment management, and relationship management. The incumbent will provide quality client service, operations support, and problem resolution requiring extensive analysis and evaluation.

• 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.

• Series7,63/65 or66 or equivalent.
• Must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support.
• SAFEAct registration; all employees engaged in residential mortgage loan originations must register and remain in good standing.
• ADV‑2B required.
• 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.
• Strong communication, client experience, organizational, partnership and relationship management, analytical and process improvement skills.

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

High School Diploma / GED / Secondary School or equivalent.

• Shift: 1st shift (United States of America)
• Hours per week: 40
• Internal employees currently working from home are still eligible to apply, but the role may require onsite work in accordance with the workplace excellence policy.

Merrill Wealth Management is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status.