Relationship Manager
Company: Disability Solutions
Location: Garden City
Posted on: October 20, 2024
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Job Description:
Job Description:Merrill Wealth Management is a leading provider
of comprehensive wealth management and investment products and
services for individuals, companies, and institutions. Merrill
Wealth Management is one of the largest businesses of its kind in
the world specializing in goals-based wealth management, including
planning for retirement, education, legacy, and other life goals
through investment advice and guidance.Merrill's Financial Advisors
and Wealth Management Client Associates help clients pursue the
life they envision through a personal relationship with their
advisory team committed to their needs. We believe trust comes from
transparency. Our trusted advisory teams are equipped with access
to the investment insights of Merrill coupled with the banking
convenience of Bank of America.At Merrill, we empower you to bring
your whole self to work. We value diversity in our thoughts,
business, and within our employees and clients. Our Wealth
Management team represents an array of different backgrounds and
bring their unique perspectives, ideas and experiences, helping to
create a work community that is culture driven, resilient, results
focused and effective.Job Description:This job is responsible for
supporting the Financial Advisor (FA) team to further develop and
enhance existing client relationships. Key responsibilities include
serving as a key point of contact for clients on any
non-administrative requests/needs while supporting relationship
management activities and developing, implementing, and monitoring
the team's client service model. Job expectations include assisting
with client meetings related to investment strategy, account
performance, new products, and market developments to promote
growth and acquisition. This position is subject to SAFE Act
registration requirements. Pursuant to the SAFE Act requirements,
all employees engaged in residential loan mortgage originations
must register with the federal registry system and remain in good
standing. Since this position requires SAFE Act registration,
employees are required to register and to submit to the required
SAFE Act background check and registration process. Failure to
obtain and/or maintain SAFE Act registration may result in
disciplinary action up to and including
termination.Responsibilities:
Keywords: Disability Solutions, Fairfield , Relationship Manager, Executive , Garden City, Connecticut
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