Wealth Management Client Associate — Advisor Support
National Black MBA Association
Merrill Wealth Management is seeking a Client Service Associate to support multiple Financial Advisors by delivering exceptional service and tailoring solutions to client needs. This role emphasizes enterprise objectives, operational excellence, and client advocacy within the FA's business. You will be the primary Merrill contact for clients' service needs. Ideal candidates hold FINRA SIE, Series 7, and Series 66 (63/65 accepted) with a client-centric mindset and comfort with fast-paced #J-18808-Ljbffr National Black MBA Association
Vacancy posted 9 hours ago
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