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, addressing all client service needs and deepening client relationships.
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
Operational Excellence
Risk Management
Client Relationship Management
Financial Advisor Support
Nice-to-have
Client-centric mindset
Continuous learning
Adaptability
Professional communication
Team player
Key Requirements
FINRA SIE, Series 7, Series 66 licenses
Advanced industry knowledge
Experience working with clients
Proficiency with Microsoft Office Suite and Salesforce
High School Diploma / GED / Secondary School or equivalent