Merrill Lynch
Finance
Host Website
https://www.ml.com/Company Description
Wealth Management/Private BankingJob Position
Financial AdvisorJob Description
Working with high net worth families on investments, insurance, cash flow, taxes, wealth structuring, trust and estate planning.Externships
DelEX 2024
Tuesday, Jul 9, 2024 - Wednesday, Jul 10, 2024
9:00 AM - 3:00 PM
In-Person
Business Casual
New York, New York
Learning Goals
Learning the entire wealth management industry by sitting with certain specialists and relationship managers on a large private banking team in NYC.