Merrill Wealth Management specializes in goals-based wealth management, including planning for retirement, education, and legacy through investment advice and guidance
Job Summary
Merrill Wealth Management specializes in goals-based wealth management, including planning for retirement, education, and legacy through investment advice and guidance.
This job is responsible for performing specialized functions across a Financial Advisors (FAs) team, such as defining an FA's or FA team's overall investment management philosophy through portfolio analysis and performing business management and business development activities.
Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Matching Summary
Merrill Wealth Management specializes in goals-based wealth management, including planning for retirement, education, and legacy through investment advice and guidance.
Skills & Requirements
Must-have
portfolio analysis
client portfolio management
investment products and services
financial planning tools
market environment analysis
Nice-to-have
culture driven
resilient
results focused
diversity in thoughts
bring your whole self to work
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