Safe act registration for mortgage loan originations
Form adv-2b maintenance for sec compliance
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products specializing in goals-based planning
Job Summary
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products specializing in goals-based planning.
This role supports the Financial Advisor team by serving as a key point of contact for clients on non-administrative requests and attending client review meetings.
Employees are eligible for industry-leading benefits, paid time off, and a formulaic incentive plan based on performance against defined metrics.
Matching Summary
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products specializing in goals-based planning.
Salary
Base: $60,000.00 - $96,000.00 annualized; Bonus/Equity: Formulaic incentive eligible; Benefits: Industry-leading benefits and paid time off
Skills & Requirements
Must-have
Series 7 and 66 licenses or Series 7, 63 and 65
SAFE Act registration for mortgage loan originations
Form ADV-2B maintenance for SEC compliance
Firm approved designation possession
Strong communication and organizational skills
Nice-to-have
Ability to lead through collaboration without authority
Detail oriented with ability to manage multiple tasks
Thorough knowledge of wealth management products
Proven ability to manage risk and support decisions