Merrill Wealth Management specializes in goals-based wealth management, offering investment advice and guidance for individuals, companies, and institutions
Job Summary
Merrill Wealth Management specializes in goals-based wealth management, offering investment advice and guidance for individuals, companies, and institutions.
The Wealth Management Client Associate serves as the primary point of contact for clients, addressing all service needs and supporting Financial Advisors.
The company values diversity, a culture-driven work community, resilience, and results-focused effectiveness, empowering employees to bring their whole selves to work.
Matching Summary
Merrill Wealth Management specializes in goals-based wealth management, offering investment advice and guidance for individuals, companies, and institutions.
Skills & Requirements
Must-have
Client Service Support
Client Relationship Management
Operational Excellence
Risk Management
Team Activities Support
Nice-to-have
Enthusiastic self-starter
Client-centric mindset
Adaptable to new technology
Continuous learning
Sound judgment and discretion
Key Requirements
FINRA SIE, Series 7, Series 66 (or 63/65)
High School Diploma / GED / Secondary School or equivalent