Wealth Management Client Associate — Onboarding & Service

Vedi l’offerta su Go Lavoro: golavoro.it/annuncio-lavoro/88u1jz

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, ***** 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-*****-Ljbffr

Vedi l’offerta su Go Lavoro: golavoro.it/annuncio-lavoro/88u1jz