Wealth Relationship Manager for Private Clients

Merrill; Los Angeles (CA); On-site; USD 65,000 - 108,000; Full time

Job summary

Merrill Wealth Management in Los Angeles seeks a Relationship Manager to support the Financial Advisor team, deepen client relationships, and coordinate sales and service activities across Wealth Planning, Investment Management, and Business Management.

The role emphasizes collaboration, strong communication, and the ability to manage multiple tasks. Requires Series 7/63/65 or equivalent and SAFE Act registration; office-based culture with some flexibility based on role.

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
• Obtain and/or maintain at least one firm approved designation
• Possess and demonstrate strong communication skills
• Ability to lead through collaboration and influence without direct authority
• Detail oriented with strong organizational skills and ability to manage multiple tasks and priorities at once
• Thorough knowledge and understanding of the suite of Wealth Management products and services
• Proven ability to manage risk and support sound decisions
• Ability to research escalated client issues for response/resolution

Responsibilities

• Support Financial Advisor team to develop and enhance existing client relationships
• Attend client meetings and discussions on investment strategy and market developments
• Coordinate sales and service activities with portfolio managers and product specialists
• Assist in development and monitoring of the client service model

Skills

Account Management

Business Acumen

Client Management

Client Solutions Advisory

Portfolio Management

Referral Identification

Referral Management

Relationship Building

Administrative Services

Client Investments Management

Customer Service Management

Process Simplification

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Merrill Wealth Management in Los Angeles seeks a Relationship Manager to support the Financial Advisor team, deepen client relationships, and coordinate sales and service activities across Wealth Planning, Investment Management, and Business Management.

The role emphasizes collaboration, strong communication, and the ability to manage multiple tasks. Requires Series 7/63/65 or equivalent and SAFE Act registration; office-based culture with some flexibility based on role.