Wealth Management Specialist

Bank of America • Dallas, TX

3d • Onsite

About The Position

Merrill Wealth Management provides comprehensive wealth management and investment products and services to individuals, companies, and institutions. Wealth Management Specialists perform specialized functions across a Financial Advisor team, which may include Business Management, Business Development, Wealth Planning, Investment Management, or Relationship Management. They deliver quality client service and efficient operations support, resolve and escalate complex issues, and use judgment within established practices and policies to determine solutions. Specialists may also advise and train less experienced team members. The role requires working knowledge of Merrill Lynch Wealth Management and the specialized team functions assigned. Merrill maintains an in-office culture, with attendance requirements and role-specific flexibility. Internal employees currently working from home may apply, but selected candidates may be required to work onsite under the workplace excellence policy.

Requirements

• Hold either Series 7 and 66 licenses or Series 7, 63, and 65 licenses, and obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) supported.
• Maintain SAFE Act Registration.
• Maintain a Form ADV-2B, providing clients with details about experience and educational background, and meet other requirements governed by the U.S. Securities and Exchange Commission.
• Obtain and/or maintain at least one firm-approved designation.
• Demonstrate expertise and impact in at least two specialized functions: Wealth Planning, Investment Management, Business Development, Business Management, and/or Relationship Management.
• Demonstrate strong communication skills and an understanding of how to deliver a strong overall client experience.
• Have thorough knowledge and understanding of Wealth Management products and services.
• Be detail-oriented, possess strong organizational skills, and manage multiple tasks and priorities at once.
• Demonstrate strong partnership and relationship-management skills and the ability to work across functional areas and organizational lines and levels.
• Influence and communicate clearly and collaborate with others to make sound decisions without direct authority.
• Apply analytical skills to identify trends, root causes, and effects, and implement improved processes to increase growth and mitigate risk.
• Identify client needs and concerns and articulate appropriate approaches to align solutions with goals and support responsible growth.
• Have a high school diploma, GED, secondary school qualification, or equivalent.

Responsibilities

• Provide quality client service and effective operations support by resolving client issues and analyzing data to address risk issues and trends.
• Escalate issues and resolve complex inquiries, requests, and problems related to client concerns.
• Document client interactions and provide team members with time-sensitive updates.
• Attend client review meetings, capture notes, document them in Salesforce, and track actions and activities to support a high level of client service.
• Provide advice and assist with training for team members.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED