Wealth Management Client Associate
Company: Disability Solutions
Location: Billings
Posted on: September 28, 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, Billings , Wealth Management Client Associate, Executive , Billings, Montana
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