Wealth Management: Client Advisory & Growth Specialist

National Black MBA Association; Dallas, Northern (TX, KY); Hybrid; USD 70,000 - 110,000; Full time

Job summary

Merrill Wealth Management is seeking a Wealth Management Specialist to support a Financial Advisor team across a variety of functions, including Business Management, Wealth Planning, Investment Management and Relationship Management. The role emphasizes delivering quality client service and efficient operations within an in-office culture that values collaboration and career growth.

The position requires registration under SAFE Act and proactive engagement with clients to align solutions with

Qualifications

• Must hold Series 7 and at least one additional firm-approved designation.
• SAFE ACT Registration; ADV-2B Required.
• Demonstrated expertise in at least two specialized functions: Wealth Planning, Investment Management, Business Development, Business Management or Relationship Management.
• Strong communication skills and client-focused service mindset.
• Thorough knowledge of Wealth Management products and services.
• Detail-oriented with the ability to manage multiple priorities and tasks.

Skills

Series 7, 63/65 or 66

SAFE ACT Registration

ADV-2B Required

Wealth Planning

Investment Management

Business Development

Relationship Management

Strong communication

Analytical skills

Education

High School Diploma / GED

Job description

Merrill Wealth Management is seeking a Wealth Management Specialist to support a Financial Advisor team across a variety of functions, including Business Management, Wealth Planning, Investment Management and Relationship Management. The role emphasizes delivering quality client service and efficient operations within an in-office culture that values collaboration and career growth.

The position requires registration under SAFE Act and proactive engagement with clients to align solutions with