Registered Wealth Management Client Associate

Fort Lauderdale, Florida

**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.

Merrills 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 **Registered Wealth Management Client Associate** role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs). Incumbents may also on a regular basis, support office initiatives, in addition to the businesses of a particular Financial Advisor. For established clients, the Client Associate will often serve as the most frequent point of contact with Merrill. Fully registered (Series 7, 63, 65, & 66). Partial registration may be considered.

**Specific responsibilities include, but are not limited to:**

Work with highly affluent clients

Lead end-to-end onboarding and maintenance activities for new and existing clients.

Provide products and services to each client, working with cross line of business partners

Use creativity to tackle complex problems; Manage client servicing requests and account maintenance; Use multiple communication methods to ensure a consistent and exceptional client service experience.

Act as a key team member leading our clients digital experience with the firm

Create ease of access and interaction, while protecting their privacy and security

Find opportunities to innovate every day

**Key Qualifications for the role:**

Candidates are **required** to currently hold Series 7 & 66 or 63/65

Bilingual in Spanish strongly preferred

2 years post high school education and/or 4 years of professional or relevant internship experience; Undergraduate degree a plus

Product Knowledge: Foundational knowledge of investment and banking products

Energetic individual that is self-motivated, coachable, and flexible in thought

Enjoys a fast-paced environment with changing and evolving responsibility

Detail oriented

Invested in personal development

Consistently pursues client experience excellence

Works quickly to fulfill client needs delivering complex solutions

Frequent communication, and an abundance of discretion with sensitive information

Microsoft Word, Excel, and PowerPoint experience with Salesforce a plus

Professional verbal and written communication

**Shift:**

1st shift (United States of America)

**Hours Per Week:**

37.5

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (Policy) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of Americas Drug-free workplace and alcohol policy, CLICK HERE .