Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services
Job Summary
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services.
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs) and serving as the most frequent point of contact for client needs.
Merrill is committed to an in-office culture with specific requirements for office-based attendance, valuing diversity and empowering employees to bring their whole selves to work.
Matching Summary
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services.
Skills & Requirements
Must-have
FINRA SIE, Series 7, Series 66
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
Comfortable in fast-paced environments
Key Requirements
FINRA Securities Industry Essentials (SIE)
FINRA Series 7
FINRA Series 66 (or 63 and 65)
High School Diploma / GED / Secondary School or equivalent