Retirement & Personal Wealth Solutions (RPWS) serves the core financial needs of individual clients and plan participants by connecting our capabilities across the firm. RPWS is responsible for the development and execution of a comprehensive set of personal wealth and retirement products and services through Banking, Merrill Edge and Advisory channels. RPWS provides tools and content that enables financial advisors and bankers to help their client’s live better financial lives.
The Retirement Internal Specialist serves as a technical resource for Merrill Lynch financial advisors. The internal specialist acts as a business partner who helps advisors implement retirement income and investing solutions. The internal specialist is responsible for supporting and driving sales in a dedicated territory in collaboration with external field based retirement specialists and third party partners. This role entails assisting with the fulfillment of annuity sales, sourcing annuity and retirement opportunities, positioning solutions with clients, working with advisory leadership and working with the firm’s 3rd party insurance partners.
Job number: 17075580