Job Details

ID #5019184
State Tennessee
City Morristown
Full-time
Salary USD TBD TBD
Source Bank of America
Showed 2020-10-12
Date 2020-10-13
Deadline 2020-12-11
Category Et cetera
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Wealth Management Specialist

Tennessee, Morristown 00000 Morristown USA

Vacancy expired!

Wealth Management SpecialistMorristown, TennesseeJob Description:Business OverviewMerrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch 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) Business Development 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 requirementsThe Elite Growth Practice (EGP) Business Development 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.Role ResponsibilitiesIdentify, source, and assist in qualifying affluent prospects

Build and manage prospect pipeline

Assist in identifying and assessing potential target markets and specializations required to successfully engage identified markets

Create, with collaboration of all team members, team's unique value statement

Build and execute team's marketing and business development plan in support of growth goals established by the team

Establish and maintain a digital presence utilizing firm-approved platforms

Create marketing materials including a team pitch book by leveraging firm-approved, turn-key tools

Consistently meet or exceed mutually agreed upon asset & revenue growth goals/hurdles

QualificationsSeries 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; ADV-2B Required

Obtain and/or maintain at least one firm approved designation

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

Ability to identify opportunities for business growth, develop strategic initiatives and drive to achieve desired results / track success

Strong partnership and relationship management skills with ability to analyze and prioritize leads / referrals that maximize team business development strategy

Ability to make sound decisions by having a deep understanding of acquisition best practices and policies/procedures

Ability to identify client needs and concerns, and articulate appropriate approach to align solutions to goals in a suitable and controlled way

Proven ability to manage risk and make sound decisions

Please be advised that under current company policy, Merrill Lynch does not sponsor a visa petition or other work authorization, nor will the company provide relocation assistance, for this position.This position is posted as a more senior position but is flexible to be filled as a lower level position if the posted qualifications are met by a strong lower level applicant.Shift:1st shift (United States of America)Hours Per Week:37.5Learn more about this roleFull timeJR-20047114Manages People: NoTravel: NoManager:Talent Acquisition Contact:Referral Bonus: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 at https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf .To view the "EEO is the Law" Supplement, CLICK HERE at https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCPEEOSupplementFinalJRFQA508c.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 .

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