Wealth Management Specialist

Bank of America (GHR)

San Francisco, United States
Base: $28.85 - $45.00 hourly; bonus/equity: formul...
Series 7, 63/65 or 66
Safe act registration
Client relationship management
Merrill Wealth Management specializes in goals-based wealth management, offering investment advice and guidance for individuals, companies, and institutions

Job Summary

  • Merrill Wealth Management specializes in goals-based wealth management, offering investment advice and guidance for individuals, companies, and institutions.
  • The Elite Growth Practice (EGP) Trainee program prepares candidates to become fully licensed and achieve designations before taking on the full EGP Specialist role.
  • This role is eligible for a formulaic incentive plan based on performance against defined metrics and offers industry-leading benefits.

Matching Summary

Merrill Wealth Management specializes in goals-based wealth management, offering investment advice and guidance for individuals, companies, and institutions.

Salary

Base: $28.85 - $45.00 hourly; Bonus/Equity: Formulaic incentive eligible; Benefits: Benefits eligible

Skills & Requirements

Must-have

  • Series 7, 63/65 or 66
  • SAFE ACT Registration
  • Client Relationship Management
  • Portfolio Analysis
  • Salesforce Utilization

Nice-to-have

  • Diversity and Inclusion
  • Culture Driven
  • Results Focused
  • Resilient
  • Strong Communication Skills

Key Requirements

  • Obtain and/or maintain at least one firm approved designation
  • Demonstrated expertise in Wealth Planning, Investment Management, Business Development, Business Management, or Relationship Management
  • High School Diploma / GED / Secondary School or equivalent

Work Rights

Not specified

Tailored Resume

Cover Letter