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Wealth Management: Client Advisory & Growth Specialist
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-09-04
Listing for:
National Black MBA Association
Full Time
position Listed on 2026-09-04
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
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
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