Wealth Management Specialist - NR
Company: Disability Solutions
Location: Los Angeles
Posted on: April 20, 2024
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Job Description:
Job Description:Business Overview:Merrill Lynch Wealth
Management is a leading provider of comprehensive wealth management
and investment products and services for individuals, companies,
and institutions. Merrill Lynch 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. The Elite Growth Practice (EGP) Wealth Management
Specialist position may be filled at a Trainee, Specialist or
Senior level depending on experience of the candidate and needs of
the Financial Advisor Team. The Trainee is a non-exempt position
for a hire lacking required security licenses and/or designation.
This position allows the individual to become fully licensed and
achieve the appropriate designations required for the position. If
Series 7 and 66 (or 63 & 65) licenses and approved designation are
not currently held, must be obtained within a specified timeframe
to be eligible for Specialist position.The Wealth Management
Specialist is responsible for performing a variety of specialized
functions across a Financial Advisor team such as: Business
Management, Business Development, Wealth Planning, Investment
Management or Relationship Management. The Wealth Management
Specialist provides quality client service and effective and
efficient operations support. He or she may provide advice and
assist with training for less experienced team members. Executes
problem escalation and/or problem solving of diverse scope where
extensive analysis and evaluation may be required. Exercises
judgment within generally defined practices and policies in
obtaining or determining solutions. Has working knowledge of the
Merrill Lynch Wealth Management business and specialized team
functions for which he or she is assigned.Qualifications--- Series
7, 63/65 or 66 or equivalent; must obtain all state registrations
in support of Financial Advisor(s) and Advisor Team(s) If Series 7,
63/65 or 66 or equivalent are not currently held, must be obtained
within a specified timeframe to be eligible for Specialist
position.--- SAFE ACT Registration; ADV-2B Required--- Obtain
and/or maintain at least one firm approved designation within
specified timeframe--- 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--- Possess and demonstrate strong
communication skills--- Understanding of how to deliver a strong
overall client experience --- Thorough knowledge and understanding
of the suite of Wealth Management products and services--- Detail
oriented with strong organizational skills, and ability to manage
multiple tasks and priorities at once--- Strong partnership and
relationship management skills; ability to work across EGP
functions and organizational lines/levels --- Ability to influence
and demonstrate clear communication and collaboration with others
to make sound decisions without direct authority--- Analytical
skills with ability to identify trends, root cause and effects, and
implement improved processes to increase growth and mitigate
risk--- Ability to identify client needs and concerns, and
articulate appropriate approach to align solutions to goals to
support responsible growthShift:1st shift (United States of
America)Hours Per Week: 37.5
Keywords: Disability Solutions, Gardena , Wealth Management Specialist - NR, Executive , Los Angeles, California
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