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, an in-office culture with flexibility, 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
Operational excellence
Client relationship management
Risk management
Client-first mindset
Nice-to-have
Continuous learning and professional growth
Sound judgment and discretion
Diversity in thoughts and backgrounds
Results-focused and effective
Key Requirements
FINRA SIE, Series 7, Series 66 (or 63/65)
Experience working with clients
Proficiency with Microsoft Office Suite and Salesforce
High School Diploma / GED / Secondary School or equivalent