Wealth Management Specialist - Houston, TX
6 days ago

Job Summary
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.
- Maintains an understanding of the Chief Investment Office (CIO) philosophy,
- Monitors, analyzes,
and reviews the current market environment and research portfolio recommendations , - Monitors and manages client portfolios to align with client
goals objectives risk tolerance time horizons ,
Job description
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