Private Wealth Investment Management Specialist
Company: Disability Solutions
Location: San Francisco
Posted on: October 13, 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:The Private Wealth Investment
Management Specialist is responsible for defining the Financial
Advisor(s) and/or Advisor Team(s) overall investment management
philosophy through the development of portfolio analysis and
expertise in a wide range of investment product areas. Ensure risk
profiles, goals, objectives and asset allocations are aligned and
reflected properly for each client. Deliver full range of
investment products and services across the enterprise ensuring
alignment to client goals and strategies while leveraging
specialists and applicable financial planning tools if appropriate.
Partner with internal specialists to deliver holistic investment
solutions by identifying and establishing targeted investment
strategies. Prepare and present client performance review reports
to measure their progress to goals. 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. This role
is an FA Paid Resource.Skills:
Keywords: Disability Solutions, Fremont , Private Wealth Investment Management Specialist, Executive , San Francisco, California
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