Merrill Wealth Management provides comprehensive wealth management and investment products and services, specializing in goals-based wealth management
Job Summary
Merrill Wealth Management provides comprehensive wealth management and investment products and services, specializing in goals-based wealth management.
This role is responsible for providing client service support to Financial Advisors, addressing all client service needs and identifying opportunities to deepen relationships.
The company values diversity, fosters a culture-driven, resilient, results-focused, and effective work community, and empowers employees to bring their whole selves to work.
Matching Summary
Merrill Wealth Management provides comprehensive wealth management and investment products and services, specializing in goals-based wealth management.
Skills & Requirements
Must-have
Client service support
Client relationship management
Operational excellence
Risk management
Client-first mindset
Nice-to-have
Enthusiastic and motivated
Continuous learning
Sound judgment and discretion
Diversity and inclusion
Key Requirements
FINRA Securities Industry Essentials (SIE)
Series 7
Series 66
High School Diploma / GED / Secondary School or equivalent