Wealth Management Advisor: Planning & Client Relations

United States Digital Space LLC; Missoula (MT); On-site; USD 60,000 - 140,000; Full time

Job summary

Merrill Wealth Management is seeking a professional to support a team of Financial Advisors with business management, development, wealth planning, and client relationship management. The role emphasizes quality client service and operational support across a range of wealth management activities.

The ideal candidate will have Series 7/63/65 or 66 licenses, SAFE Act registration, and strong communication and organizational skills, with the ability to work in an office-based environment as part

Qualifications

• Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support.
• SAFE Act registration; ADV-2B required.
• Maintain at least one firm-approved designation.
• Demonstrated expertise in two or more Wealth Management functions.
• Strong communication and relationship-management skills.

Responsibilities

• Provide quality client service and effective operations support.
• Resolve client issues and analyze data to address risk trends.
• Document client interactions and update team members with timely notes.
• Attend client review meetings and support training for team members.

Skills

Account Management

Business Acumen

Customer Service

Client Management

Portfolio Management

Referral Identification

Referral Management

Relationship Building

Administrative Services

Process Simplification

Education

High School Diploma

Job description

Merrill Wealth Management is seeking a professional to support a team of Financial Advisors with business management, development, wealth planning, and client relationship management. The role emphasizes quality client service and operational support across a range of wealth management activities.

The ideal candidate will have Series 7/63/65 or 66 licenses, SAFE Act registration, and strong communication and organizational skills, with the ability to work in an office-based environment as part