Wealth Management Specialist - NPD (FP)

Company: Disability Solutions
Location: San Jose
Posted on: February 1, 2025

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:The Elite Growth Practice (EGP) Wealth Management Specialist position may be filled at a Trainee, Specialist or Senior 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.This job is responsible for performing a variety of specialized functions across a team of Financial Advisors, such as business management, business development, wealth planning, investment management, or relationship management. Key responsibilities include providing quality client service, and operations support and executing problems where extensive analysis and evaluation is required. Job expectations include having knowledge of the Merrill Wealth Management business and supporting team members as needed. 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 this position requires SAFE Act registration, employees are 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.Responsibilities:--- Provides quality client service and effective operations support by resolving client issues and analyzing data to address risk issues and trends--- Escalates issues and provides resolution on complex inquiries, requests, and problems related to client concerns--- Documents client interactions and provides team members with time sensitive updates--- Attends client review meetings to capture notes, document in Salesforce, and tracks all actions/activities to ensure the highest level of client service is provided--- Provides advice and assists with training for team membersSkills:

• Account Management
• Business Acumen
• Customer Service Management
• Client Management
• Portfolio Management
• Referral Identification
• Referral Management
• Relationship Building
• Administrative Services
• Process SimplificationMinimum Education Requirement: High School Diploma / GED / Secondary School or equivalent**The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRAShift:1st shift (United States of America)Hours Per Week: 37.5Pay Transparency detailsUS - CA - San Jose - 50 W SAN FERNANDO ST (CA3805)Pay and benefits informationPay range$24.00 - $48.08 hourly pay, offers to be determined based on experience, education and skill set.Formulaic incentive eligibleThis role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Keywords: Disability Solutions, San Jose , Wealth Management Specialist - NPD (FP), Executive , San Jose, California