Job Description
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Responsibilities + Skills
Works quickly to fulfill client needs delivering complex solutionsFrequent communication, and an abundance of discretion with sensitive informationMicrosoft Word, Excel, and PowerPoint experience with Salesforce a plus
Education
2+ years post high school education and/or 4+ years of professional or relevant internship experience; Undergraduate degree a plus
Experience
