Wealth Management Specialist (fp)

Merrill Wealth Management

Not specified; not specified; not specified
Onsite
Series 7, 63/65 or 66 license required
Safe act registration for mortgage loans
Firm approved designation maintenance
Merrill Wealth Management provides comprehensive goals-based wealth management services including retirement and legacy planning

Job Summary

  • Merrill Wealth Management provides comprehensive goals-based wealth management services including retirement and legacy planning.
  • This role supports Financial Advisors by performing specialized functions such as business development, wealth planning, and relationship management.
  • The position requires maintaining SAFE Act registration and obtaining all state registrations held by the supported advisor teams.

Matching Summary

Merrill Wealth Management provides comprehensive goals-based wealth management services including retirement and legacy planning.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Series 7, 63/65 or 66 license required
  • SAFE Act registration for mortgage loans
  • Firm approved designation maintenance
  • Expertise in wealth planning or investment management
  • Strong client service and operations support skills

Nice-to-have

  • Ability to influence without direct authority
  • Experience with Salesforce documentation
  • Partnership across organizational lines
  • Culture driven and resilient team member
  • Analytical skills for risk mitigation

Key Requirements

  • Series 7, 63/65 or 66 license
  • SAFE Act Registration
  • ADV-2B requirement
  • At least one firm approved designation
  • High School Diploma or GED

Work Rights

Not specified

Tailored Resume

Cover Letter