Client Relationship Manager - Wilton
Merit Financial Advisors
- Experience
- 7+ yrs
- Location
- Wilton, Connecticut, United States
- Job type
- Full-time
Required skills
- Salesforce
- Microsoft Outlook
- Microsoft Word
- Microsoft Excel
- Fidelity
- LPL
- Schwab
- Orion
About the role
Bachelor's degree in business or finance; 7+ years client service in wealth management; FINRA S6 or S7 and S63/S65 or 66 preferred; experience with Fidelity, LPL or Schwab platforms preferred; proficiency in Outlook, Word, Excel, Salesforce.
About Merit Financial Advisors
National wealth management firm providing financial planning, investment management, retirement, estate, and insurance advice to affluent clients.
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