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 role is responsible for providing client service support to Financial Advisors, acting as the primary point of contact for client needs and ensuring operational excellence.
Merrill is committed to an in-office culture that values diversity, and empowers employees to bring their whole selves to work.
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 support
client relationship management
operational excellence
risk management
banking offerings
Nice-to-have
continuous learning
professional growth
sound judgment
discretion
culture driven
resilient
results focused
Key Requirements
High School Diploma / GED / Secondary School or equivalent
FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66) desired
Industry knowledge and understanding of investment products desired
Experience working with clients desired
Comfortable operating in a fast-paced environment desired
Detail oriented desired
Strong computer application skills desired
Professional verbal and written communication skills