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.
This role is responsible for providing client service support to Financial Advisors, acting as the primary point of contact for client service needs and addressing operational excellence goals.
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 specializes in goals-based wealth management, offering investment advice and guidance for individuals, companies, and institutions.
Skills & Requirements
Must-have
FINRA SIE, Series 7, Series 66 licenses
Client service and relationship management
Operational excellence and risk management
Investment product knowledge
Nice-to-have
Client-centric mindset
Continuous learning and professional growth
Adaptability to new technology
Detail-oriented
Strong computer application skills
Key Requirements
Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66
Must obtain licenses within a specified timeframe if not currently held
High School Diploma / GED / Secondary School or equivalent