Private Wealth Investment 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 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.

Job Description :

The Private WealthInvestment Management Specialists are responsible for supporting the Financial Advisor(s) and / or Advisor Team(s) overall investment management philosophy through executing on portfolio analysis and sharing expertise in a wide range of investment product areas.

They ensure risk profiles, goals, objectives and asset allocations are aligned and reflected properly for each client. They deliver a full range of investment products and services across the enterprise ensuring alignment to client goals and strategies while leveraging specialists and applicable investment management tools where appropriate.

They partner with internal specialists to deliver holistic investment solutions by identifying targeted investment strategies.

They assist in the preparation of client performance review reports to measure progress to goals.

Skills :

• Causation Analysis
• Financial Management
• Investment Management
• Trading Strategy
• Trading and Investment Analysis
• Portfolio Analysis
• Portfolio Management
• Price Verification and Valuation
• Trade Monitoring
• Trading
• Client Investments Management
• Client Solutions Advisory
• Financial Analysis
• Financial Forecasting and Modeling
• Wealth Planning.

Role Requirements :

• Either Series 7 and 66 licenses or Series 7, 63, and 65 licenses; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
• Obtain and / or maintain at least one firm approved designation
• 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")

• 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 :