13-5674085 Merrill Lynch, Pierce, Fenner & Smith

Wealth Management Client Associate

Santa Barbaraonsitejunior$52K – $92K

Posted today · via Workday

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About this role

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.…

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What we'd score you on

reqspace match rubric

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Skills match

For this role: teams, salesforce

Level fit

This role is junior-level. We check your trajectory against it.

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

Recency

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Location fit

This role is based in Santa Barbara. We weight your proximity and willingness to relocate.

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Skills in this role

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