Wealth Management Specialist

Bank of America (GHR)

Atlanta, USA
Client relationship management
Sales and marketing development
Financial planning support
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 EGP Trainee program is designed to develop candidates into fully licensed professionals who can service and grow client relationships.
  • The company values diversity, transparency, and an in-office culture with flexibility based on role-specific considerations.

Matching Summary

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

Skills & Requirements

Must-have

  • Client relationship management
  • Sales and marketing development
  • Financial planning support
  • Investment product knowledge
  • Risk management support

Nice-to-have

  • Culture driven and resilient
  • Diversity of thought and background
  • Collaboration and influence skills
  • Empowering work environment

Key Requirements

  • Series 7, 63/65 or 66 licenses
  • SAFE ACT Registration
  • Obtain firm approved designation
  • High School Diploma / GED / Secondary School

Work Rights

Not specified

Tailored Resume

Cover Letter