Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch 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 Lynch's financial advisors help clients pursue the life they envision through a one-on-one relationship with an advisor committed to their needs. We believe trust comes from transparency. Our trusted financial advisors are equipped with access to the investment insights of Merrill Lynch coupled with the banking convenience of Bank of America.
This role will team with our Financial Advisors in our Wealth Management business, bringing our solutions and services to life for our clients. They will focus the majority of their time deepening relationships by connecting clients to our checking, savings and credit card solutions along with leveraging our referral model to Wealth Management Lending Officers and Credit Specialists. Candidates for this role will provide comprehensive financial solutions to individual wealth management clients with assets of $250,000 or more. This role will act in a consultative role in partnership with our FA teams to educate clients on banking solutions including serving as an expert in our digital space (mobile, online and ATM).
As part of our team, you will have access to industry leading financial solutions and a team of dedicated product specialists - all designed to meet the unique life priorities of your clients - things like managing expenses, building wealth, managing debt, buying a home, saving for college or planning for unexpected life events. At Merrill Lynch, you will benefit from personal coaching, a host of career opportunities, robust training programs and ongoing development opportunities.
Required Skills: - Proven results exceeding goals in a client-centric, results-driven environment - Strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building/deepening relationships and demonstrate a commitment to providing personalized service - Demonstrated ability to influence and collaborate with others outside of reporting authority to achieve shared goals - Proven client service skills and the ability to resolve problems independently or escalate as needed to promote client satisfaction - Ability to build solid relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration - Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives - Demonstrates initiative, a commitment to continuous learning, and the ability to adapt to changing demands and requirements - Applies strong critical thinking and problem-solving skills to meet clients' needs - Strong organizational skills including the ability to manage multiple responsibilities, prioritize and delegate while delivering results - Strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills - Ability to learn and understand technology to assist clients with digital banking