Wealth Management Specialist NPD
Company: Disability Solutions
Location: Seattle
Posted on: September 28, 2024
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Job Description:
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.Merrill's 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.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.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.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:--- 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 complex inquiries, requests, and
problems related to client concerns--- Documents client
interactions and provides team members with time sensitive
updates--- 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--- Provides advice
and assists with training for team membersSkills:--- Account
Management--- Business Acumen--- Customer Service Management---
Client Management--- Portfolio Management--- Referral
Identification--- Referral Management--- Relationship Building---
Administrative Services--- Process SimplificationRequired
Qualifications:--- 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. 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--- 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--- Demonstrate an
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
growthMinimum Education Requirement: High School Diploma / GED /
Secondary School or equivalentShift:1st shift (United States of
America)Hours Per Week: 37.5Pay Transparency detailsUS - WA -
Seattle - 401 Union St - Rainier Square (WA1510)Pay and benefits
informationPay range$23.08 - $48.08 hourly pay, offers to be
determined based on experience, education and skill set.Formulaic
incentive eligibleThis 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.BenefitsThis
role is currently benefits eligible. We provide industry-leading
benefits, access to paid time off, resources and support to our
employees so they can make a genuine impact and contribute to the
sustainable growth of our business and the communities we
serve.
Keywords: Disability Solutions, Seattle , Wealth Management Specialist NPD, Executive , Seattle, Washington
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