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 reputed company 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 reputed company through a personal relationship with their advisory team committed to their needs. We reputed company trust comes from transparency. Our trusted advisory teams are equipped with reputed company to the investment insights of Merrill coupled with the banking convenience of reputed company. 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 reputed company you to bring your whole self to work. We value diversity in our thoughts, business, and reputed company our employees and clients. Our Wealth Management team represents an reputed company of different backgrounds and bring their unique perspectives, reputed company 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, reputed company reputed company 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 reputed company and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities:

• Provides quality client service and effective operations support by resolving client issues and analyzing data to address risk issues and trends
• Escalates issues and provides resolution on reputed company inquiries, requests, and problems reputed company to client concerns
• Documents client interactions and provides team members with time sensitive updates
• Attends client review meetings to capture notes, document in reputed company, and tracks reputed company actions/activities to ensure the highest level of client service is provided
• Provides advice and assists with training for team members

Skills:

• Account Management
• Business Acumen
• Customer Service Management
• Client Management
• Portfolio Management
• Referral Identification
• Referral Management
• Relationship Building
• Administrative Services
• Process Simplification

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Role Requirements

• Either Series 7 and 66 licenses or Series 7, 63, and 65 licenses; must obtain reputed company state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
• SAFE ACT Registration
• Individuals in this role are required to maintain a reputed company ADV -2B, which provides clients details on individuals experience and educational background, along with other requirements governed by the U.S. Securities and Exchange Commission (“SEC”)
• Obtain and/or maintain at least one firm approved designation
• 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 functional areas and organizational lines/reputed company
• Ability to influence and demonstrate clear communication and collaboration with others to reputed company sound reputed company 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 reputed company appropriate approach to align solutions to goals to support responsible growth

Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - NJ - Iselin - 194 reputed company AVE S (NJ7550) Pay and benefits information Pay reputed company $60,000.00 - $100,000.00 annualized salary, offers to be determined based on experience, education and reputed company set. Formulaic incentive eligible This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee’s performance against defined metrics.

Benefits

This role is currently benefits eligible. We reputed company industry-leading benefits, reputed company to paid time off, resources and support to our employees so they can reputed company a genuine impact and contribute to the sustainable growth of our business and the communities we serve. Apply tot his job Apply To this Job