Merrill Wealth Management provides comprehensive wealth management and investment products and services for individuals, companies, and institutions
Job Summary
Merrill Wealth Management provides comprehensive wealth management and investment products and services for individuals, companies, and institutions.
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs), serving as the most frequent point of contact for client service needs.
Merrill is committed to an in-office culture with specific requirements for office-based attendance, valuing diversity and empowering employees to bring their whole selves to work.
Matching Summary
Merrill Wealth Management provides comprehensive wealth management and investment products and services for individuals, companies, and institutions.
Skills & Requirements
Must-have
Client service support
Client relationship management
Operational excellence goals
Risk management
Client-first mindset
Nice-to-have
Enthusiastic self-starter
Continuous learning
Sound judgment and discretion
Diversity of thought
Results-focused
Key Requirements
FINRA Securities Industry Essentials (SIE)
Series 7
Series 66
High School Diploma / GED / Secondary School or equivalent