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 job is responsible for providing client service support to potentially multiple Financial Advisors (FAs), addressing all service needs of their clients.
Merrill is committed to an in-office culture with specific requirements for office-based attendance, allowing for an appropriate level of flexibility.
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 goals
Risk management
Financial Advisor support
Nice-to-have
Client-centric mindset
Continuous learning
Professional growth
Sound judgment and discretion
Diversity of thought
Key Requirements
High School Diploma / GED / Secondary School or equivalent
FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66) desired
Experience working with clients
Proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce