Company Description

Founded in 1914, Merrill is one of the largest wealth management businesses in the world. Merrill financial advisors combine financial knowledge and experience with a deep understanding of their clients’ needs to help their clients pursue the lives they want. With a commitment to placing their clients' interests first, Merrill advisors offer strategies encompassing various financial areas such as college savings, retirement planning, eldercare, and more.

Role Description

This is a full-time on-site role for a Wealth Management Client Associate located in Greenville, SC. The Client Associate will engage in day-to-day tasks related to financial planning, communication, analytical skills, finance, and investments. Responsibilities include supporting financial advisors, assisting clients with account inquiries, and facilitating client communications.

Qualifications

• Financial Planning, Finance, and Investments skills
• Strong Communication skills
• Analytical Skills
• Experience in the financial services industry
• Series 7 and 66 licenses are a plus
• Bachelor's degree in Finance, Economics, Business, or related field