Wealth Management Specialist
Core
Support Financial Advisors in business management, development, wealth planning, and relationship management to deliver client service and operations support.
Role type
Wealth Management Specialist (Support IC)
Builds
Client service experiences, operational processes, and team member training within Merrill Wealth Management
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Wealth Planning, Investment Management, Business Development, Business Management, Relationship Management, Client Service, Operations Support, Data Analysis, Risk Assessment, Salesforce Proficiency
Preferred skills
Series 7/63/65/66, ADV-2B, SAFE Act Registration, Firm Designation, Portfolio Management, Referral Management
Technologies
Salesforce
Responsibilities
Resolve client issues and analyze data for risk trends, Escalate and resolve complex client inquiries, Document client interactions and track actions in Salesforce, Attend client review meetings and capture notes, Provide advice and training to Financial Advisors
Seniority
Mid-level, hands-on IC