Wealth Management Specialist

Wealth Management Specialist Beverly Hills, California To proceed with your application, you must be at least 18 years of age. Acknowledge Refer a friend To proceed with your application, you must be at least 18 years of age. Acknowledge ( 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. Merrillu2019s 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 with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. 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: 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, and operations support and executing problems where extensive analysis and evaluation is required. Job expectations include having knowledge of the Merrill Wealth Management business and supporting team members as needed. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: u2022 Provides quality client service and effective operations support by resolving client issues and analyzing data to address risk issues and trends u2022 Escalates issues and provides resolution on complex inquiries, requests, and problems related to client concerns u2022 Documents client interactions and provides team members with time sensitive updates u2022 Attends client review meetings to capture notes, document in Salesforce, and tracks all actions/activities to ensure the highest level of client service is provided u2022 Provides advice and assists with training for team members Skills: u2022 Account Management u2022 Business Acumen u2022 Customer Service Management u2022 Client Management u2022 Portfolio Management u2022 Referral Identification u2022 Referral Management u2022 Relationship Building u2022 Administrative Services u2022 Process Simplification Required Qualifications: u2022 Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support u2022 SAFE ACT Registration; ADV-2B Required u2022 Maintain at least one firm approved designation u2022 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 u2022 Possess and demonstrate strong communication skills u2022 Demonstrate an understanding of how to deliver a strong overall client experience u2022 Thorough knowledge and understanding of the suite of Wealth Management products and services u2022 Detail oriented with strong organizational skills and ability to manage multiple tasks and priorities at once u2022 Strong partnership and relationship management skills; ability to work across Elite Growth Program (EGP) functions and organizational lines/levels u2022 Ability to influence and demonstrate clear communication and collaboration with others to make sound decisions without direct authority u2022 Analytical skills with ability to identify trends, root cause and effects and implement improved processes to increase growth and mitigate risk u2022 Ability to identify client needs and concerns and articulate appropriate approach to align solutions to goals to support responsible growth The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. To view the

Created: 2025-09-10