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 job is responsible for performing a variety of specialized functions across a team of Financial Advisors, including business management, business development, wealth planning, investment management, or relationship management.
Merrill is committed to an in-office culture with specific requirements for office-based attendance, valuing diversity and empowering employees.
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 and operations support
Investment insights and guidance
Goals-based wealth management
In-office culture requirements
Nice-to-have
Diversity in thoughts and backgrounds
Resilient and results-focused work community
Empowerment to bring whole self to work
Key Requirements
Series 7, 63/65 or 66 or equivalent
SAFE ACT Registration
ADV-2B Required
Maintain at least one firm approved designation
Demonstrated expertise in at least two specialized functions