Wealth Management Client Associate
Company: Disability Solutions
Location: Beaumont
Posted on: October 20, 2024
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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.At Merrill, we empower you to bring
your whole self to work. We value diversity in our thoughts,
business, and within our employees and clients. Our Wealth
Management team represents an array of different backgrounds and
bring their unique perspectives, ideas and experiences, helping to
create a work community that is culture driven, resilient, results
focused and effective.Job Description:This job is responsible for
providing client service support to potentially multiple Financial
Advisors (FAs). Key responsibilities include supporting enterprise
strategic objectives, operational excellence goals, and client
advocacy within the FA's business, while customizing solutions
based on their specific needs. Job expectations include serving as
the most frequent point of contact within Merrill to address all
service needs of their clients.Responsibilities:
Keywords: Disability Solutions, Beaumont , Wealth Management Client Associate, Executive , Beaumont, Texas
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