Merrill Wealth Management specializes in goals-based wealth management, offering investment advice and guidance to help clients pursue their envisioned life
Job Summary
Merrill Wealth Management specializes in goals-based wealth management, offering investment advice and guidance to help clients pursue their envisioned life.
The role involves supporting Financial Advisors by serving as a key client contact, assisting with client meetings, and managing aspects of the client relationship process.
Merrill is committed to an in-office culture, valuing diversity and empowering employees to bring their whole selves to work within a results-focused environment.
Matching Summary
Merrill Wealth Management specializes in goals-based wealth management, offering investment advice and guidance to help clients pursue their envisioned life.
Skills & Requirements
Must-have
Client relationship management
Client service model development
Investment strategy support
Client onboarding and escalations
Risk management and decision support
Nice-to-have
Collaboration and influence
Culture driven and resilient
Diversity of thought and experience
Results focused effectiveness
Key Requirements
Series 7, 63/65 or 66 or equivalent
SAFE ACT Registration
ADV-2B Required
Firm approved designation
High School Diploma / GED / Secondary School or equivalent