Job Summary

• This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs), supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business.
• Responsibilities include serving as the most frequent point of contact within Merrill to address all service needs of their clients, educating them on bank offerings, and identifying, deepening, and maintaining client relationships.
• The role offers a pay range of $25.00 - $44.00 hourly pay, is eligible for an annual discretionary incentive, and provides industry-leading benefits, access to paid time off, and resources and support.

Matching Summary

Salary

Base: $25.00 - $44.00 hourly; Bonus/Equity: Discretionary incentive eligible; Benefits: Benefits eligible

Skills & Requirements

Key Requirements

• FINRA SIE, Series 7, and Series 66 licenses
• Advanced industry knowledge
• Investment product understanding
• High School Diploma / GED / Secondary School

Work Rights