Wealth Management Specialist
Company: Disability Solutions
Location: Newport Beach
Posted on: October 30, 2024
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Job Description:
Job Description:Merrill Wealth Management is a leading provider
of comprehensive wealth management and investment products and
services for individuals, companies, and institutions. Merrill
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.Merrill's Financial Advisors
and Wealth Management Client Associates help clients pursue the
life they envision through a personal relationship with their
advisory team committed to their needs. We believe trust comes from
transparency. Our trusted advisory teams are equipped with access
to the investment insights of Merrill coupled with the banking
convenience of Bank of America.At Merrill, we empower you to bring
your whole self to work. We value diversity in our thoughts,
business, and within our employees and clients. Our Wealth
Management team represents an array of different backgrounds and
bring their unique perspectives, ideas and experiences, helping to
create a work community that is culture driven, resilient, results
focused and effective.Job Description:This EGP Trainee is a
training program to develop and prepare candidates to further
develop and service the FA Teams client base. The Trainee role
allows EGP Specialist to become fully license and require the
appropriate designations before taking on the full EGP Specialist
role. This position operates in a marketing and sales development
role by implementing and executing the Elite Growth Practice.
Specific accountabilities for the role may vary depending on the
teams practice. Performance is measured by the FA or FA team
through specific goals, metrics, and behaviors related to the
execution of the EGP model. Core Responsibilities: Develop and
service client segments and the next generation and their next
generations and beneficiaries. Gather additional assets from
existing client base and deepen relationships by partnering with
all Merrill partners to deliver a full breadth solutions.
Coordinate technological support through the development of
portfolio analysis, proposals and direct mail campaigns utilizing
Salesforce and other tools and resources. Provide technical
expertise in certain product areas (e.g. Corporate 401(k), Rule
144, Insurance, Wealth Management Workstation) Provide marketing
and organizational support. This position is subject to SAFE Act
registration requirements. Pursuant to the SAFE Act requirements,
all employees engaged in residential loan mortgage originations
must register with the federal registry system and remain in good
standing. Since your position requires SAFE Act registration, you
will be required to register and to submit to the required SAFE Act
background check and registration process. Failure to obtain and/or
maintain SAFE Act registration may result in disciplinary action up
to and including termination. Role is designed to allow employees
to study and obtain all required registrations. This role is an FA
Paid Resource.Job Description:This Elite Growth Practice (EGP)
Relationship Manager is responsible for supporting the Financial
Advisor (FA) team to further develop and enhance existing client
relationships. Key responsibilities include serving as a key point
of contact for clients on any non-administrative requests/needs
while supporting relationship management activities and developing,
implementing, and monitoring the team's client service model. Job
expectations include assisting with client meetings related to
investment strategy, account performance, new products, and market
developments to promote growth and
acquisition.Responsibilities:
Keywords: Disability Solutions, East Los Angeles , Wealth Management Specialist, Executive , Newport Beach, California
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