Job Description
Full 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.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
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 team’s 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.
Responsibilities:
Maintains an understanding of the Chief Investment Office (CIO) philosophy, proprietary planning, and investment management tools
Monitors, analyzes, and reviews the current market environment and research portfolio recommendations
Monitors and manages client portfolios to align with client goals, objectives, risk tolerance, and time horizons
Reviews and manages team proprietary models to align with current market assumptions by participating in CIO and manager updates and reviewing reports and allocation updates
Creates analytical reports for Financial Advisors to review client investment portfolio performances against market returns
Assesses and shares pricing findings with clients to ensure understanding of the value of advice and accompanying solutions
Skills:
Causation Analysis
Financial Management
Investment Management
Trading Strategy
Trading and Investment Analysis
Portfolio Analysis
Portfolio Management
Price Verification and Valuation
Trade Monitoring
Trading
Client Investments Management
Client Solutions Advisory
Financial Analysis
Financial Forecasting and Modeling
Wealth Planning
Required Qualifications:
Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
SAFE Act Registration; ADV-2B Required
Obtain and/or 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
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
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.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
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 team’s 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.
Responsibilities:
Maintains an understanding of the Chief Investment Office (CIO) philosophy, proprietary planning, and investment management tools
Monitors, analyzes, and reviews the current market environment and research portfolio recommendations
Monitors and manages client portfolios to align with client goals, objectives, risk tolerance, and time horizons
Reviews and manages team proprietary models to align with current market assumptions by participating in CIO and manager updates and reviewing reports and allocation updates
Creates analytical reports for Financial Advisors to review client investment portfolio performances against market returns
Assesses and shares pricing findings with clients to ensure understanding of the value of advice and accompanying solutions
Skills:
Causation Analysis
Financial Management
Investment Management
Trading Strategy
Trading and Investment Analysis
Portfolio Analysis
Portfolio Management
Price Verification and Valuation
Trade Monitoring
Trading
Client Investments Management
Client Solutions Advisory
Financial Analysis
Financial Forecasting and Modeling
Wealth Planning
Required Qualifications:
Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
SAFE Act Registration; ADV-2B Required
Obtain and/or 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
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
💡 Quick Summary
Seeking a career-building opportunity? The Wealth Management Specialist position is now open for candidates interested in the Finance sector. This role in Houston offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Finance is a plus.
