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Wealth Management Client Associate

Ghr · Irvine

Work pattern
On-site
Employment
Permanent
Posted
26 Sep 2026

Required skills, as the advert states them

  • Excel
  • Salesforce
  • Communication Skills
  • Account Management
  • Business Development

Nice to have

  • Leadership

About this opportunity

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.

Read the full advert and apply on Ghr's site →

Collected from Ghr's own careers site (Workday). Posted 26 Sep 2026. TUNAI shows an excerpt and the facts it read from the advert; the employer's page has the full description and the application.