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Job Description:
Business Overview:
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.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Join the Team
We're looking for the next generation of Wealth Management Client Associates (WMCA), who will be working with one or more of our 14,000 Professional Financial Advisors to provide service support for their teams and our clients. From day one, you'll receive training from our award-winning Academy at Merrill, including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience. With demonstrated success, you'll have the opportunity to advance into new roles, with unlimited opportunity to grow throughout the firm. Our Academy will support you with dedicated programs, tools and resources throughout your career journey.
This role is an instrumental component of a successful practice. The WCMA builds strong and lasting relationships with clients and is often the most frequent point of contact on the advisory team. In the WMCA role, you will:
Education and/or Experience:
Desired Skills:
As a Wealth Management Client Associate, you can look forward to:
We'll help you:
We're a culture that:
Shift:
1st shift (United States of America)Hours Per Week:
37.5Full Time
Banking
$58k-79k (estimate)
09/15/2022
12/28/2022
bankofamerica.com
FARMINGTON, NM
>50,000
1968
LINDA BOYCE
>$50B
Banking
Bank America is an insurance company based out of P.O. BOX 15292, Richmond, Virginia, United States.
The job skills required for Private Wealth Client Associate - Charlotte, NC include Client Service, Initiative, Written Communication, Product Knowledge, Planning, Products and Services, etc. Having related job skills and expertise will give you an advantage when applying to be a Private Wealth Client Associate - Charlotte, NC. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Private Wealth Client Associate - Charlotte, NC. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Private Wealth Client Associate - Charlotte, NC positions, which can be used as a reference in future career path planning. As a Private Wealth Client Associate - Charlotte, NC, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Private Wealth Client Associate - Charlotte, NC. You can explore the career advancement for a Private Wealth Client Associate - Charlotte, NC below and select your interested title to get hiring information.