Strategic Wealth Relationship Manager

National Black MBA Association; Winter Park, Northern (FL, KY); Hybrid; USD 45,000 - 70,000; Full time

Job summary

Merrill Wealth Management is seeking a client service professional to support the Financial Advisor team in delivering superior client experiences. You will coordinate non-administrative requests, assist in meetings, and help implement the team’s client service model while adhering to SAFE Act requirements.

This in-office role emphasizes relationship management, proactive communication, and collaboration with specialists to address client needs.

Qualifications

• Requires FINRA Series 7 and 66 licenses (or 7,63,65) and applicable state registrations.
• Maintain Form ADV-2B detailing experience and education per SEC rules.
• Obtain at least one firm-approved designation.
• Strong communication and collaborative leadership.
• Detail-oriented with excellent organizational skills.

Responsibilities

• Tracks client actions and reports client satisfaction.
• Attends client review meetings to deepen relationships.
• Executes the team service model and collaborates with specialists.
• Manages client onboarding and escalations.
• Assists with client book segmentation strategy.

Skills

Licensing: Series 7 & 66

Series 7/63/65

Communication skills

Collaborative leadership

Detail orientation

Education

High School Diploma / GED

Job description

Merrill Wealth Management is seeking a client service professional to support the Financial Advisor team in delivering superior client experiences. You will coordinate non-administrative requests, assist in meetings, and help implement the team’s client service model while adhering to SAFE Act requirements.

This in-office role emphasizes relationship management, proactive communication, and collaboration with specialists to address client needs.