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Private Wealth Management Specialist-NR

Houston, Texas

Job Description:

Merrill 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) Private 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 teamspractice. 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) Private Wealth Management Specialist position may be filled at a Trainee or Specialist 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.

TheWealth ManagementSpecialistisresponsible forperforminga variety of specialized functions across aFinancialAdvisorteamsuch as: Business Management, Business Development, Wealth Planning, Investment Management or Relationship Management.TheWealth ManagementSpecialistprovidesquality clientserviceandeffectiveandefficientoperations support. He or shemay provideadvice and assist with training forlessexperienced team members. Executesproblemescalation and/or problemsolvingof diverse scopewhere extensiveanalysis and evaluation may be required. Exercises judgment withingenerallydefined practices and policiesinobtainingor determining solutions. Hasworkingknowledge of the Merrill Lynch Wealth Management business and specializedteamfunctions for which he orsheisassigned.

Qualifications

+ Series7, 63/65 or 66 or equivalent; mustobtainall state registrations in support of Financial Advisor(s) and AdvisorTeam(s)IfSeries7, 63/65 or 66 orequivalentarenot currently held, must be obtained within a (180 days partial licensing; 300 days fully licensed)

+ SAFEACTRegistration; ADV-2BRequired

+ Obtainand/or maintain at leastonefirm approveddesignation within one year

+ Current CFA strongly preferred

+ 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

+ Possessand demonstrate strong communicationskills

+ Understanding of how to deliver a strong overall client experience

+ Thorough knowledge and understanding of thesuiteof Wealth Management products andservices

+ Detailoriented with strong organizationalskills, and ability to manage multiple tasks and priorities atonce

+ Strong partnership and relationship management skills; ability to work acrossEGP functionsand organizational lines/levels

+ Ability to influence and demonstrate clear communication and collaboration with others to make sound decisions withoutdirectauthority

+ Analytical skills with ability toidentifytrends, root cause and effects, and implement improved processes to increasegrowthand mitigaterisk

+ Ability to identify client needs and concerns, and articulate appropriate approach to align solutions to goals to supportresponsiblegrowth

**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week:

40

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, 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.

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Bank of America 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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank’s required accommodation request process before your first day of work.

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