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Industry experience in Wealth Management, Family Office, Public Accounting, or Banking is preferred, as well as experience with technologies such as Sage, Microsoft Dynamics, SQL Database, and QuickBooks.
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About us UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors We have a presence in all major financial centers in more than 50 countries.
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Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.
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Under general supervision The Client Relationship Manager acts as a key liaison between larger clients and Stifel Wealth and Investment Management, ensuring that such clients are able to avail themselves of the full range of investment solutions available to them through Stifel.
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The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. As a Merrill FSA, you can look forward to:A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field.
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