Wealth Management Specialist - NPD
Company: Disability Solutions
Location: San Antonio
Posted on: September 28, 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 Specialist 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 achieve 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 (EGP). 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. 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. Requirements: Either SIE, Series 7 and 66
registrations or SIE, Series 7, 63, and 65. This role is an FA Paid
Resource.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, San Antonio , Wealth Management Specialist - NPD, Executive , San Antonio, Texas
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