Wealth Management Client Associate — Onboarding & Service

Vedi l’offerta su Go Lavoro: golavoro.it/annuncio-lavoro/87a6dw

pMerrill Wealth Management is seeking a Registered Wealth Management Client Associate to support Financial Advisors with onboarding, client service, and product delivery. The role emphasizes building trust through transparent advisory services and strong client communications. /ppThe position requires registration (Series 7, 63/65 or 66) and a background in investments, with experience in a fast-paced wealth management environment. Strong organizational and communication skills are essential. /p #J-18808-Ljbffr

Vedi l’offerta su Go Lavoro: golavoro.it/annuncio-lavoro/87a6dw