Wealth Management Client Associate - San Antonio, Tx

Merrill Wealth Management

San Antonio, TX, US
Onsite
Strong work ethic and results focus
Client-centric mindset acting in best interest
Ability to learn new technology platforms
Merrill Wealth Management provides comprehensive wealth management and investment products through a personal relationship with an advisory team

Job Summary

  • Merrill Wealth Management provides comprehensive wealth management and investment products through a personal relationship with an advisory team.
  • The role involves serving as the primary point of contact for clients while supporting enterprise strategic objectives and operational excellence.
  • The company values diversity and empowers employees to bring their whole selves to work in a culture driven by resilience and results.

Matching Summary

Merrill Wealth Management provides comprehensive wealth management and investment products through a personal relationship with an advisory team.

Skills & Requirements

Must-have

  • Strong work ethic and results focus
  • Client-centric mindset acting in best interest
  • Ability to learn new technology platforms

Nice-to-have

  • Experience working with clients in fast-paced environment
  • Detail oriented with sound judgment
  • Commitment to continuous learning and professional growth

Key Requirements

  • High School Diploma or GED
  • FINRA SIE, Series 7, or Series 66 certification (desired)
  • Proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce

Work Rights

Not specified

Tailored Resume

Cover Letter