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 service needs.
The company values diversity, a culture-driven, resilient, results-focused, and effective work community, 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
Operational excellence goals
Client advocacy
Client relationship management
Team activities support
Nice-to-have
Continuous learning and professional growth
Sound judgment and discretion
Diversity in thoughts and backgrounds
Resilient and results-focused culture
Key Requirements
FINRA SIE, Series 7, Series 66 (or 63/65)
Industry knowledge and investment product understanding