Wealth Management Specialist - NPD - Military veterans preferred

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Wealth Management Specialist - NPD

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locations

Los Angeles

time type

Full time

posted on

Posted 2 Days Ago

job requisition id

24013186

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/

o

r 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

R

equired

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

growth

Shift:
1st shift (United States of America)

Hours Per Week:
37.5
About Us

Bank of America is committed to help employees through the transition period when theyre displaced as a result of a workforce reduction, realignment or similar measure.

Please review the resume writing and interviewing tips provided below to help prepare you for your next career opportunity.
Regardless of the position you are interested in, the starting points to building your resume are the same:
1. Determine the job or types of jobs you want to do and research their responsibilities and qualifications.
2. Think about why you can do the job and make a list of your skills that are relative to the job.
3. Identify experiences or accomplishments that show your proficiency in the skills required for the job.
4. Summarize your abilities, accomplishments and skills into a brief, concise document.

Considerations when writing a resume
Do be brief. Resumes should be 1-2 pages in length.
Do be upbeat and active in your wording.
Do emphasize what you have done clearly and concretely.
Do be neat and well organized.
Do have others proofread and critique your resume. Spell check. Make it error free.
Do use high quality, white or light colored 8 x 11 paper. Use a laser printer if possible.
Don't be dishonest, always tell the truth about yourself in the most flattering light.
Don't include salary history or requirements.
Don't include references.
Don't include accomplishments that do not support your professional goals.

Don't include anything that isn't relevant. (For example, don't mention your fondness for swimming unless you want to work on the water.)
Don't use italics, underlining, shadows or other fancy treatments.
Seven steps to a successful interview
1. Anticipate Put yourself in the interviewer's position. What do you believe the interviewer is most interested in? Why do you think you have been invited to interview?
2. Research What are the primary functions of the line of business? What are the success factors for the job? Is there a job description available?
3. Assess Think about your skills, abilities, knowledge, interests, traits, values and accomplishments. Match them to what you know about the job. Consider which ones you should highlight.
4. Prepare Answers Think about what the interviewer may ask, determine what the best answer is and write it down.
5. Prepare Questions Interviewing is a two-way street. By asking thoughtful questions, you communicate your interest and learn a lot about the job. Choose two or three questions to ask your interviewer. Avoid asking a lot of questions about vacation time or breaks.
6. Practice It may seem awkward, but it is the best way to come across well in an interview. Practice your own "great responses" with others or in front of a mirror until you appear relaxed and at ease.
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