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Job Description:
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
Position Overview:
The Wealth Management Client Associate role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA). Incumbents may also on a regular basis, support office initiatives, in addition to the businesses of a particular Financial Advisor. For established clients, the CA will often serve as the most frequent point of contact with Merrill Wealth Management.
Specific responsibilities include, but are not limited to:
Key Qualifications for the role:
Shift:
1st shift (United States of America)Hours Per Week:
37.5Full Time
Banking
$69k-102k (estimate)
09/15/2022
07/03/2024
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 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. 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. 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 positions, which can be used as a reference in future career path planning. As a Wealth Management Client Associate, 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. You can explore the career advancement for a Wealth Management Client Associate below and select your interested title to get hiring information.
If you are interested in becoming a Wealth Management Client Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Wealth Management Client Associate for your reference.
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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Step 3: View the best colleges and universities for Wealth Management Client Associate.