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.
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 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:
Wealth Management Specialistsareresponsible 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. Wealth Management Specialistsprovide quality client service and effective and efficient operations support. They may provide advice and assist with training for less experienced team members. Wealth Management Specialists execute problem escalation and/or problem solving in situations that requireextensive analysis and evaluation.Wealth Management Specialists are expected toexercise judgment within generally defined practices and policies whenobtaining or determining solutions. Wealth Management Specialists must have a working knowledge of the Merrill Lynch Wealth Management business and specialized team functions for which they areassigned.
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 members
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 AdvisorTeam(s)they support
•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
•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 clientexperience
•Thorough knowledge and understanding of the suite of Wealth Management products andservices
•Detail oriented with strong organizational skills, and ability to manage multiple tasks and priorities atonce
•Strong partnership and relationship management skills; ability to work acrossfunctional areasand organizationallines/levels
•Ability to influence and demonstrate clear communication and collaboration with others to make sound decisions without directauthority
•Analytical skills with ability to identify trends, root cause and effects, and implement improved processes to increase growth and mitigaterisk
•Abilitytoidentifyclient needsandconcerns, andarticulateappropriateapproachtoalignsolutionstogoalstosupportresponsiblegrowth
Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)Hours Per Week:
37.5Skills Required
- Series 7 and 66 licenses, or Series 7, 63, and 65 licenses
- Obtain all state registrations held by supported Financial Advisors and Advisor Teams
- SAFE Act registration
- Maintain Form ADV-2B in accordance with SEC requirements
- Obtain or maintain at least one firm-approved designation
- Demonstrated expertise and impact in at least two specialized functions: Wealth Planning, Investment Management, Business Development, Business Management, or Relationship Management
- Strong communication skills
- Understanding of strong overall client experience delivery
- Thorough knowledge of wealth management products and services
- Strong organizational skills and ability to manage multiple priorities
- Strong partnership and relationship management skills
- Ability to influence and collaborate across functional areas without direct authority
- Analytical skills for identifying trends, root causes, and process improvements
- Ability to identify client needs and concerns and align appropriate solutions with client goals
- High school diploma, GED, secondary school diploma, or equivalent
Bank of America Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Bank of America and has not been reviewed or approved by Bank of America.
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Healthcare Strength — Health coverage is described as comprehensive, including medical, dental, and vision plans along with mental health resources, EAP support, and virtual care options. These offerings indicate breadth across preventive care, counseling, and convenient access channels.
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Retirement Support — Retirement benefits include up to a 5% 401(k) company match plus an additional 2% or 3% annual company contribution based on years of service. This structure signals meaningful long-term savings support beyond standard matching.
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Parental & Family Support — Family support features 26 weeks of parental leave, with 16 weeks fully paid for eligible employees, plus programs for fertility, adoption, surrogacy, childcare, and backup care. These resources emphasize support across family-building and caregiving needs.
Bank of America Insights
What We Do
We make financial lives better for our clients and our communities through the power of every connection. Our employees are at the heart of this purpose, and are key to driving responsible growth. Every day, across the globe, our employees bring a commitment to our purpose and to driving responsible growth by living our values: deliver together, act responsibly, realize the power of our people and trust the team. A key aspect of driving responsible growth is doing so in a sustainable manner, a critical pillar of which is being a great place to work for our teammates.
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