Wealth Management Specialist (fp)

Bank of America Merrill Lynch

**
Series 7, 63/65 or 66 license required
Safe act registration for mortgage loans
Firm approved designation maintenance
** The Wealth Management Specialist position at Bank of America Merrill Lynch focuses on providing comprehensive wealth management services, including client relations, investment management, and business support. The role requires strong communication skills and the ability to work collaboratively within teams while maintaining a commitment to in-office attendance and a culture of diversity and transparency. **

Job Summary

  • Merrill Wealth Management provides comprehensive wealth management and investment products for individuals, companies, and institutions.
  • The role involves performing specialized functions such as business management, wealth planning, and investment management to support Financial Advisors.
  • Employees must maintain SAFE Act registration and submit to background checks if responsible for residential mortgage loan provisions.

Matching Summary

Match Score: 75

** The Wealth Management Specialist position at Bank of America Merrill Lynch focuses on providing comprehensive wealth management services, including client relations, investment management, and business support. The role requires strong communication skills and the ability to work collaboratively within teams while maintaining a commitment to in-office attendance and a culture of diversity and transparency. **

Skills & Requirements

Must-have

  • Series 7, 63/65 or 66 license required
  • SAFE Act registration for mortgage loans
  • Firm approved designation maintenance
  • Client service and operations support
  • Salesforce documentation skills

Nice-to-have

  • Strong partnership and relationship management
  • Ability to influence without direct authority
  • Detail oriented with organizational skills
  • Experience in business development
  • Diversity and inclusion mindset

Key Requirements

  • Series 7, 63/65 or 66 license
  • SAFE Act Registration
  • ADV-2B certification
  • At least one firm approved designation
  • High School Diploma / GED

Work Rights

Not specified

Tailored Resume

Cover Letter