Merrill Financial Support Specialist

1 week ago


Norfolk, Virginia, United States Disability Solutions Full time
Role Description
We seek a skilled and detail-oriented individual to join our Merrill Financial Support Specialist team. As a key point of contact, you will be responsible for addressing client service needs, ensuring timely and accurate delivery of services, and collaborating with Financial Advisors to deepen client relationships. This role requires excellent communication, prioritization, and problem-solving skills.

Key Activities
  • Provide exceptional client service and support to Financial Advisors.
  • Maintain accurate and complete client records and follow up on requests in a timely manner.
  • Collaborate with advisors to identify and develop strategies for deepening client relationships.


Compensation Package
This role comes with a competitive salary of approximately $65,000 per year, reflecting your value as a trusted advisor. In addition to your compensation, you will receive comprehensive benefits, including health insurance, retirement savings, and paid time off.

  • Norfolk, Virginia, United States LINEAGE WEALTH MANAGEMENT INC Full time

    We are seeking a talented Financial Services Support Specialist to join our team at Lineage Wealth Management Inc. in Downtown Norfolk.The estimated salary for this role is $50,000 - $65,000 per year, based on experience.Job Description:This role involves serving as the primary point of contact for clients, addressing inquiries and resolving issues...


  • Norfolk, Virginia, United States Ironclad Defense Works Full time

    Job SummaryWe are seeking a skilled Financial Compliance Specialist to join our team at Ironclad Defense Works Inc. in Norfolk, VA.This role primarily focuses on managing and maintaining financial records through bookkeeping functions, while also providing support in contracts and compliance, sub-contracts, travel invoicing, and general invoicing duties.


  • Norfolk, Virginia, United States Insight Financial Planning Full time

    Job OverviewInsight Financial Planning is seeking a highly skilled and experienced Financial Advisor to join our team. This role involves cultivating relationships with clients, providing ongoing advice and service, and supporting tenured advisors in servicing existing clients.The ideal candidate will have a strong understanding of financial concepts and be...


  • Norfolk, Virginia, United States Spieldenner Financial Group Full time

    About the Opportunity: Are you looking for a new challenge in sales? Do you have a passion for helping others protect their financial futures? We are seeking a Mortgage Protection Specialist to join our team at Spieldenner Financial Group. In this role, you will work with clients to understand their mortgage protection needs and provide personalized...


  • Norfolk, Virginia, United States Global Financial Impact - Marco Esquivel Full time

    About the RoleAs a Wealth Creation Consultant with Global Financial Impact - Marco Esquivel, you will have the opportunity to shape the financial futures of our clients and drive business growth for our organization. Your expertise in financial products and services will enable you to develop customized solutions that meet the unique needs of each...


  • Norfolk, Virginia, United States The Nicholson Companies Inc. Full time

    Job DescriptionThe Nicholson Companies Inc. is seeking a highly skilled Financial Accounting Specialist to join our team.As a key member of our accounting team, you will be responsible for maintaining accurate and up-to-date financial records for multiple entities. This includes generating financial reports, budgeting, and forecasting.Duties and...


  • Norfolk, Virginia, United States Symmetry Financial Group - Gary Uyemura Full time

    Unlock Your Earning PotentialWe are seeking highly motivated and driven individuals to join our team as Financial Services Representatives.Your primary responsibility will be to sell life insurance policies, annuities, and other financial products to clients. As a Financial Services Representative, you will work with clients to understand their financial...


  • Norfolk, Virginia, United States Children's Hospital Of The King's Daughters Full time

    Job Title: Healthcare Financial Clearance SpecialistWe are seeking a skilled Healthcare Financial Clearance Specialist to join our team at Children's Hospital Of The King's Daughters.About the JobThis role is responsible for working with Revenue Cycle departments to identify trends, root causes, and corrective actions. You will present outcomes to leadership...


  • Norfolk, Virginia, United States Synectic Solutions Inc Full time

    About the RoleWe are seeking a skilled Logistics Support Specialist to join our team at Synectic Solutions Inc.As a Logistics Support Specialist, you will be responsible for preserving the Defense Property Accountability System by providing entries for incoming property, transferred property, and excessed property. You will also evaluate asset management and...


  • Norfolk, Virginia, United States Hobbs & Associates LLC Full time

    About Hobbs & Associates LLCHobbs & Associates LLC is a reputable organization seeking a skilled Financial Transactions Specialist to join our team.


  • Norfolk, Virginia, United States Symmetry Financial Group - Gary Uyemura Full time

    Become a Wealth Accumulation SpecialistWe are seeking ambitious and driven individuals to join our team as Wealth Accumulation Specialists.As a Wealth Accumulation Specialist, you will be responsible for selling life insurance policies, annuities, and other financial products to clients, focusing on wealth accumulation strategies. You will work closely with...


  • Norfolk, Virginia, United States Global Financial Impact - Marco Esquivel Full time

    Job OverviewWe are seeking a highly motivated and results-driven Financial Professional to join our team at Global Financial Impact. In this role, you will have the opportunity to build a successful career in financial services, working closely with clients and business partners to achieve their financial goals.Estimated SalaryThe estimated annual salary for...

  • Support Specialist

    3 days ago


    Norfolk, Virginia, United States Kahak Health Full time

    Job Title:Support SpecialistAbout the Role:Kahak Health is seeking an experienced Support Specialist to join our team.Key Responsibilities:Assist clients with daily living tasks, including personal care and household choresHelp plan appointments, manage schedules, and arrange transportationPurchase groceries and prepare meals according to client needsFoster...


  • Norfolk, Virginia, United States Healthcare Support Full time

    Job Title: Travel Nurse Cardiac Cath Lab SpecialistWe are seeking a skilled travel nurse to join our team in Norfolk, Virginia.About the Job:This 13-week contract will have you working 40 hours per week, with a 10-hour day shift. As a travel nurse, you will be responsible for providing high-quality patient care in a Cardiac Cath Lab setting.Requirements:A...


  • Norfolk, Virginia, United States Wyndy LLC Full time

    **Job Overview:**We are seeking a highly skilled Community Support Specialist to join our team at Wyndy LLC.**Salary Range:** $45,000 - $55,000 per year, depending on experience.About the Role:The Community Support Specialist will provide assistance and support to individuals in need within a near 23505 area. This includes fostering a positive environment,...


  • Norfolk, Virginia, United States Healthcare Support Full time

    Healthcare Support, a reputable healthcare employment partner, is seeking an experienced Intensive Care Nurse Specialist for a 13-week contract in Norfolk, Virginia. As a leading national healthcare and medical recruiting services provider, we have developed an industry-leading approach to place top healthcare professionals with top companies.About the...


  • Norfolk, Virginia, United States Child & Family Services of Eastern Virginia Inc Full time

    Job Title: Family Support SpecialistAbout Us:Child & Family Services of Eastern Virginia Inc is a non-profit organization dedicated to providing high-quality services to individuals with cognitive impairments and their families.Job Description:Salary:$45,000 - $60,000 per year based on experience.About the Job:We are seeking a qualified Family Support...


  • Norfolk, Virginia, United States Norfolk Public School District Full time

    Job Title: Bus Support SpecialistEstimated Salary: $38,000 - $48,000 per yearWe are seeking a detail-oriented and customer-focused individual to join our transportation team as a Bus Support Specialist. In this role, you will provide critical support to our bus drivers and students, ensuring a safe and enjoyable ride to and from school.Main...


  • Norfolk, Virginia, United States M1 Support Services Full time

    Job Summary: We are seeking a skilled Aviation Corrosion Control Specialist to join our team at M1 Support Services in Norfolk, VA. The ideal candidate will have a strong background in aircraft maintenance and corrosion control. You will work on various aircraft structures and components, applying your technical expertise to troubleshoot and repair...


  • Norfolk, Virginia, United States Spectrum Comm Inc Full time

    Job DescriptionWe are seeking a highly skilled IT Technical Support Specialist to join our team at Spectrum Comm Inc in Norfolk, VA. The estimated salary for this position is $60,000 - $80,000 per year.This role involves providing technical assistance and support to customers, troubleshooting hardware and software issues, and collaborating with the...