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Wealth Management Specialist

Cincinnati, Ohio

Job Description:

This EGP 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 become fully license and require 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. 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. Core Responsibilities: Develop and service client segments and the next generation and their next generations and beneficiaries. Gather additional assets from existing client base and deepen relationships by partnering with all Merrill partners to deliver a full breadth solutions. Coordinate technological support through the development of portfolio analysis, proposals and direct mail campaigns utilizing Salesforce and other tools and resources. Provide technical expertise in certain product areas (e.g. Corporate 401(k), Rule 144, Insurance, Wealth Management Workstation) Provide marketing and organizational support. 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. Role is designed to allow employees to study and obtain all required registrations. This role is an FA Paid Resource.

The Evelo/Singer/Sullivan Group is an elite Private Wealth Team within Merrill Lynch. We have 30-plus years of experience developing investment and financial plans for innovative entrepreneurs and affluent executives. We manage more than $5.5 billion in client assets, and draw upon the combined talents of twenty-two professionals each with varying areas of expertise to nurture the different dimensions of wealth.  We have become the trusted advisor team to some of the region’s most prominent and successful families. We attribute our success to our hard work and holistic approach to addressing each client family’s personal wealth objectives and goals. 


Series 7, 63/65 or 66 or equivalent; must obtain all state registrations in support of Financial Advisor(s) and Advisor Team(s)  If Series 7, 63/65 or 66 or equivalent are not currently held, must be obtained within a specified timeframe to be eligible for Specialist position.
SAFE ACT Registration; ADV-2B Required
Obtain and/or maintain at least one firm approved designation within specified timeframe
Demonstrated expertise and impact in at least two of the following specialized functions: Wealth Planning, Investment Management, Business Development, Business Management and/or Relationship Management
Possess and demonstrate strong communication skills
Understanding of how to deliver a strong overall client experience
Thorough knowledge and understanding of the suite of Wealth Management products and services
Detail oriented with strong organizational skills, and ability to manage multiple tasks and priorities at once
Strong partnership and relationship management skills; ability to work across EGP functions and organizational lines/levels 
Ability to influence and demonstrate clear communication and collaboration with others to make sound decisions without direct authority
Analytical skills with ability to identify trends, root cause and effects, and implement improved processes to increase growth and mitigate risk
Ability to identify client needs and concerns, and articulate appropriate approach to align solutions to goals to support responsible growth


1st shift (United States of America)

Hours Per Week: 


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Full time


Manages People: No

Travel: No


Talent Acquisition Contact:

Referral Bonus:

Street Address

Primary Location:
312 WALNUT ST, OH, Cincinnati, 45202