Job Description:<div>Job Description</div><div><div><div><div>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.</div></div></div></div>Job Description: This EGP Trainee is a training program to develop and prepare candidates to further develop and service the FA Teams client base. The Trainee role allows EGP Specialist to become fully license and require the appropriate designations before taking on the full EGP Specialist role. This position operates in a marketing and sales development role by implementing and executing the Elite Growth Practice. Specific accountabilities for the role may vary depending on the teams practice. Performance is measured by the FA or FA team through specific goals, metrics, and behaviors related to the execution of the EGP model. Core Responsibilities: Develop and service client segments and the next generation and their next generations and beneficiaries. Gather additional assets from existing client base and deepen relationships by partnering with all Merrill partners to deliver a full breadth solutions. Coordinate technological support through the development of portfolio analysis, proposals and direct mail campaigns utilizing Salesforce and other tools and resources. Provide technical expertise in certain product areas (e.g. Corporate 401(k), Rule 144, Insurance, Wealth Management Workstation) Provide marketing and organizational support. 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 your position requires SAFE Act registration, you will be 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. Role is designed to allow employees to study and obtain all required registrationsThe Elite Growth Practice (EGP) Relationship Manager 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 &amp; 65) licenses and approved designation are not currently held, must be obtained within a specified timeframe to be eligible for Specialist position.This Elite Growth Practice (EGP) Relationship Manager is responsible for supporting the Financial Advisor (FA) team to further develop and enhance existing client relationships. Key responsibilities include serving as a key point of contact for clients on any non-administrative requests/needs while supporting relationship management activities and developing, implementing, and monitoring the team's client service model. Job expectations include assisting with client meetings related to investment strategy, account performance, new products, and market developments to promote growth and acquisition. Responsibilities:<ul><li>Tracks all client actions/activities to ensure the highest level of client service is provided, while presenting time sensitive updates to the team and monitoring and reporting on client satisfaction</li><li>Attends client review meetings to assist with relationship deepening conversations</li><li>Executes on the team service model, including engaging with specialists/partners to address client's needs</li><li>Manages aspects of the client relationship process, including client onboarding and resolving escalations</li><li>Assists the Financial Advisor team and/or Senior Business Managers in developing and monitoring the team's client book segmentation strategy</li></ul>Skills:<ul><li>Account Management</li><li>Business Acumen</li><li>Client Management</li><li>Client Solutions Advisory</li><li>Portfolio Management</li><li>Referral Identification</li><li>Referral Management</li><li>Relationship Building</li><li>Administrative Services</li><li>Client Investments Management</li><li>Customer Service Management</li><li>Process Simplification</li></ul>Required Qualifications:<ul><li>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.</li><li>SAFE ACT Registration; ADV-2B Required</li><li>Obtain and/or maintain at least one firm approved designation</li><li>Possess and demonstrate strong communication skills</li><li>Ability to lead through collaboration and influence without direct authority</li><li>Detail oriented with strong organizational skills and ability to manage multiple tasks and priorities at once</li><li>Thorough knowledge and understanding of the suite of Wealth Management products and services</li><li>Proven ability to manage risk and support sound decisions</li><li>Ability to research escalated client issues for response/resolution​</li></ul>Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalentShift:1st shift (United States of America)Hours Per Week: 37.5

Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company serves approximately 56 million U.S. consumer and small business relationships. It is among the world's leading wealth management companies and is a global leader in corporate and investment banking and trading.

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Bank of America

Merrill Wealth Management, a leader in comprehensive wealth management services, seeks a non-exempt Trainee for the Elite Growth Practice Relationship Manager role. The candidate will develop client relationships and support the Financial Advisor team, requiring Series 7 and 66 licenses. Responsibilities include client service and relationship management. Merrill values diversity and offers a culture-driven, resilient work environment.

Wealth Management Specialist

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