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 impacting 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.

The EGP Trainee is a training program to develop and prepare candidates to further develop and service the FA Teams client base. The Trainee role allows an EGP Specialist to become fully licensed and require the appropriate designations before taking on the full EGP Specialist role. This position operates in a marketing and sales development role by implementing and executing the Elite Growth Practice.

Specific accountabilities for the role may vary depending on the team’s practice. Performance is measured by the FA or FA team through specific goals, metrics, and behaviors related to the execution of the EGP model.

Core responsibilities include developing and servicing client segments and the next generation and their beneficiaries, gathering additional assets from the existing client base, deepening relationships by partnering with all Merrill partners to deliver a full breadth of solutions, and coordinating technological support through the development of portfolio analysis, proposals and direct mail campaigns utilizing Salesforce and other tools and resources. The role also requires providing technical expertise in certain product areas (e.g., Corporate 401(k), Rule 144, Insurance, Wealth Management Workstation) and marketing and organizational support.

The position is designed to allow employees to study and obtain all required registrations. It may be responsible for the provision of residential mortgage loans and is subject to SAFE Act registration requirements. Pursuant to those requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system, remain in good standing, and undergo the required background check.

Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

The EGP Private Wealth Relationship Manager position may be filled at a Trainee, Specialist or Senior level depending on the candidate’s experience and the needs of the Financial Advisor Team. The Trainee is a non‑exempt position for a hire lacking required security licenses and/or designation. The position allows the individual to become fully licensed and achieve the appropriate designations required for the role.

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