Investment Management Specialist

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.

Merrill is committed to an in-office culture that supports collaboration, engagement, and career development.  Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

• →Either Series 7 and 66 licenses or Series 7, 63, and 65 licenses; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
• →SAFE ACT Registration
• →Individuals in this role are required to maintain a Form ADV -2B, which provides clients details on individuals experience and educational background, along with
• →other requirements governed by the U.S. Securities and Exchange Commission (“SEC”)
• →Maintain at least one firm approved designation
• →Possess and demonstrate strong communication skills
• →Thorough knowledge and understanding of the suite of Wealth Management products and services
• →Strong analytical and portfolio management skills with the ability to identify trends and implement investment strategies to increase growth and mitigate risk
• →Ability to make sound decisions by having a deep understanding of investment management best practices and policies/procedures
• →Ability to identify client needs and concerns, and articulate appropriate approach to align solutions to goals in a suitable and controlled way