Why you should apply for a job with Merrill:
FGB’ers working at Merrill rated their manager’s support a 4.5/5
After working one year, employees can take up to 16 weeks of paid maternity, paternity, and adoption leave.
Life Event Services team provides resources and benefits for life events like retirement; loss of a loved one; or gender transition.
Employee Financial Services offers U.S. employees financial education and special access to financial products, services and expertise.
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Position summary
Job Description:
The ideal candidate is a team player and should possess strong coaching, relationship building, problem resolution and interpersonal skills. The position requires a high focus on supervisory and regulatory requirements, business management and retention. Candidates should have excellent leadership, process and organizational skills delivered with a highly effective interpersonal style. Strength and commitment around the Optimal Practice Model and the Goals Based Wealth Management process are critical. The candidate would be actively engaged in working with FAs and CAs to deliver service models beyond expectations, display strong operational knowledge and be highly motivated to drive firm-wide initiatives such as Client Retention/Acquisition, Book Segmentation and the Wealth Management Banking platform. Candidates must have the Series 7, 66, (63/65) 9 & 10.
Shift:
1st shift (United States of America)
Hours Per Week:
40
What are Merrill perks and benefits
Paid maternity
Paid paternity
Paid adoptive
About the company
Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals and businesses. We focus on helping all clients pursue their goals by uncovering client concerns and priorities and helping them develop portfolios that align with what they want to achieve, including planning for retirement, ...