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, acting as the primary point of contact for client needs and ensuring operational excellence.
The company values diversity, transparency, and an in-office culture, empowering 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 goals
Risk management
Client-first mindset
Nice-to-have
Continuous learning and growth
Sound judgment and discretion
Diversity of thought and background
Results-focused and effective
Key Requirements
FINRA SIE, Series 7, Series 66 (or 63/65)
High School Diploma / GED / Secondary School or equivalent