This role provides comprehensive client service support to multiple Financial Advisors while ensuring alignment with enterprise strategic objectives
Job Summary
This role provides comprehensive client service support to multiple Financial Advisors while ensuring alignment with enterprise strategic objectives.
The position requires acting as the primary point of contact for clients, educating them on banking services, and managing complex investment solutions.
Merrill Wealth Management fosters a culture driven by diversity, transparency, and an in-office collaborative environment focused on results.
Matching Summary
This role provides comprehensive client service support to multiple Financial Advisors while ensuring alignment with enterprise strategic objectives.
Salary
Not specified; Not specified; Not specified
Skills & Requirements
Must-have
FINRA SIE license required
Series 7 and Series 66 licenses required
Client service and banking offerings knowledge
Operational excellence and risk management
Microsoft Office and Salesforce proficiency
Nice-to-have
Bilingual Spanish language skills
Fast-paced environment adaptability
Strong emotional intelligence
Continuous learning commitment
Business development mindset
Key Requirements
Current FINRA Securities Industry Essentials (SIE) license
Active Series 7 and Series 66 licenses
High School Diploma or GED equivalent
Ability to obtain licenses within specified timeframe if not held