Wealth Management Specialist - NPD

　　Evansville, Indiana

　　Job Description:

　　Business Overview:

　　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.

　　The Elite Growth Practice (EGP) Wealth Management Specialist role is a position on the Financial Advisor Team which operates in a capacity to further develop and service the client base. They are responsible for implementing and executing the Elite Growth Practice Model (EGP) in their specific functional role. Specific accountabilities for the role may vary depending on the teams practice. Performance is measured through specific goals, metrics and behavior’s related to the execution of the EGP model. This position is subject to SAFE Act registration requirements

　　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/or 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

　　Individuals in this role are required to maintain a Form 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 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

　　SAFE ACT Registration; ADV-2B Required

　　Obtain and/or maintain at least one firm approved designation

　　Possess and demonstrate strong communication skills

　　Ability to lead through collaboration and influence without direct authority

　　Detail oriented with strong organizational skills, and ability to manage multiple tasks and priorities at once

　　Thorough knowledge and understanding of the suite of Wealth Management products and services

　　Proven ability to manage risk and support sound decisions

　　Ability to research escalated client issues for response/resolution

　　Shift:

　　1st shift (United States of America)

　　Hours Per Week:

　　37.5

　　Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

　　To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

　　To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf) .

　　Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

　　To view Bank of America’s Drug-free workplace and alcohol policy, CLICK HERE .