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Job Description:
Business Overview
Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch 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 Lynch’s financial advisors help clients pursue the life they envision through a one-on-one relationship with an advisor committed to their needs. We believe trust comes from transparency. Our trusted financial advisors are equipped with access to the investment insights of Merrill Lynch coupled with the banking convenience of Bank of America.
Description
The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA's). Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FA's. For established clients, the CA will often serve as the most frequent point of contact with Merrill Lynch.
Required Skills
Minimum of 1 years professional or relevant internship experience required
Knowledge of investment and banking products, policies & procedures
Strong client service & technical skills (MS Word & Excel)
Strong communication, time management and organizational skills
Desired Skills
Bilingual in Spanish and English strongly desired
Undergraduate Degree
Series 7 & 66 or 63/65 licenses preferred; if hired without licenses, depending on the needs of the business, you may be required to obtain registrations within a specified timeframe if being hired into a registered job code
Please be advised that under current company policy, Merrill Lynch does not sponsor a visa petition or other work authorization, nor will the company provide relocation assistance, for this position.
NOTE: In addition to any of the Client Associate roles (Registered, Partially Registered or Non-Registered), this position may be hired into any of the Private Wealth Associate roles (Registered, Partially Registered or Non-Registered).
Note to internal employees: Note to internal employees: This position is eligible for a $2,500 referral bonus through the MyRecruit program. To qualify, your referral must be fully licensed (Series 7, 66 or 63/65) at the time of hire.
Shift:
1st shift (United States of America)Hours Per Week:
19Part Time
Banking
$67k-100k (estimate)
09/15/2022
05/05/2023
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 Wealth Management Client Associate - Part-time include Wealth Management, Planning, Products and Services, Client Service, Initiative, Coaching, etc. Having related job skills and expertise will give you an advantage when applying to be a Wealth Management Client Associate - Part-time. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Wealth Management Client Associate - Part-time. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Wealth Management Client Associate - Part-time positions, which can be used as a reference in future career path planning. As a Wealth Management Client Associate - Part-time, it can be promoted into senior positions as a Wealth Management Specialist, Sr. that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Wealth Management Client Associate - Part-time. You can explore the career advancement for a Wealth Management Client Associate - Part-time below and select your interested title to get hiring information.
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Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Wealth Management Client Associate job description and responsibilities
Performing day-to-day administrative tasks, such as responding to client emails and requests.
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Resolving the issues and concerns of clients with input from the wealth manager.
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Analyzing financial statements and market trends, and compiling reports for the wealth manager and clients.
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Completing and submitting investment-related documents, including applications and withdrawal forms.
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Compiling customized investment presentations for potential and existing clients.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Wealth Management Client Associate jobs
Have a Sense of Purpose and Meaning.
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Create the Most Complete Retirement Plan Possible.
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Keep a Schedule and Structure.
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Don’t Forget to Plan for a Long-Term Care Need.
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Start a Retirement Planning Club.
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