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Strategic Wealth Relationship Manager
Job in
Atlanta, Fulton County, Georgia, 30383, USA
Listed on 2026-08-03
Listing for:
National Black MBA Association
Full Time
position Listed on 2026-08-03
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
Merrill Wealth Management is seeking a Relationship Manager to support the Financial Advisor team in Atlanta, strengthening client relationships and coordinating investment strategy discussions. You will collaborate with portfolio managers and product specialists to promote growth while ensuring service alignment with the client model.
The role emphasizes strong communication, multitasking across tasks, and deep knowledge of wealth management products and services, with potential SAFE Act
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