![Bank of America](https://media.trabajo.org/img/noimg.jpg)
Registered Wealth Management Client Associate
4 weeks ago
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us
Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
Responsibilities:
- Provides client service support to a veteran team , which includes 3 Senior Financial Advisors
- Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
- Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
- Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
- Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
- Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
Skills:
- Account Management
- Client Management
- Customer and Client Focus
- Issue Management
- Oral Communications
- Business Development
- Client Solutions Advisory
- Pipeline Management
- Prioritization
- Administrative Services
- Emotional Intelligence
- Referral Identification
- Written Communications
Key Qualifications for the role:
- Candidates are required to currently hold Series 7 & 66 or 63/65
- 2+ years post high school education and/or 4+ years of professional or relevant internship experience; Undergraduate degree a plus
Shift:
1st shift (United States of America)
Hours Per Week:
37.5
-
Senior Wealth Advisor
3 weeks ago
Bethesda, United States MAI Wealth Management, Inc. Full timeJob Description Job Description GENERAL JOB DESCRIPTION Accomplished and highly proven at acquiring new clients by leveraging their external network and firm place in the community in order to provide confident and comprehensive wealth management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to...
-
Senior Wealth Advisor
1 week ago
Bethesda, United States MAI Wealth Management, Inc. Full timeJob Description Job Description GENERAL JOB DESCRIPTION Accomplished and highly proven at acquiring new clients by leveraging their external network and firm place in the community in order to provide confident and comprehensive wealth management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to...
-
Senior Wealth Advisor
1 week ago
Bethesda, United States MAI Wealth Management, Inc. Full timeJob DescriptionJob DescriptionGENERAL JOB DESCRIPTIONAccomplished and highly proven at acquiring new clients by leveraging their external network and firm place in the community in order to provide confident and comprehensive wealth management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to...
-
Senior Wealth Advisor
3 weeks ago
Bethesda, United States MAI Wealth Management, Inc. Full timeJob DescriptionJob DescriptionGENERAL JOB DESCRIPTIONAccomplished and highly proven at acquiring new clients by leveraging their external network and firm place in the community in order to provide confident and comprehensive wealth management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to...
-
Wealth Management Client Associate
2 weeks ago
Bethesda, Maryland, United States Bank of America Full timeJob Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...
-
Wealth Management Client Associate
2 weeks ago
Bethesda, Maryland, United States Bank of America Full timeJob Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...
-
Registered Wealth Management Client Associate
2 months ago
North Bethesda, United States Bank of America Full timeDescription : This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations...
-
Associate Wealth Advisor
2 days ago
Bethesda, United States The Colony Group Full time**Seeking the extraordinary**TM**!** We invite you to explore career opportunities at The Colony Group, where we seek the extraordinary in all that we do. With roots going back to 1986, The Colony Group is driven by one overarching vision: to be the leading financial advisory company in the world for clients and team members who seek meaning and joy in...
-
Wealth Management Client Associate
2 weeks ago
North Bethesda, United States Bank of America Full timeAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates...
-
Registered Wealth Management Client Associate
1 month ago
Bethesda, Maryland, United States Bank of America Full timeJob Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...
-
Registered Wealth Management Client Associate
2 weeks ago
Bethesda, Maryland, United States Bank of America Full timeJob Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...
-
Client Service Associate, Retirement
3 weeks ago
Bethesda, United States HUB International Limited Full timeJoin our Stevie Award Winning Team at HUB International! Client Service, Retirement, Associate, Wealth, Private, Service, Retail, Insurance
-
Wealth Management Advisor
3 weeks ago
Bethesda, Maryland, United States TIAA Full timeWealth Management AdvisorSupported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. We are proud that we've been recognized...
-
Wealth Management Advisor
2 weeks ago
Bethesda, Maryland, United States TIAA Full timeWealth Management AdvisorSupported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. We are proud that we've been recognized...
-
Client Service Associate
3 weeks ago
North Andover, United States The Colony Group Full time**Seeking the extraordinary**TM**! **We invite you to explore career opportunities at The Colony Group, where we seek the extraordinary in all that we do. With roots going back to 1986, The Colony Group is driven by one overarching vision: to be the leading financial advisory company in the world for clients and team members who seek meaning and joy in...
-
Registered Client Associate
1 month ago
BETHESDA, United States Wells Fargo & Company Full timeAssist Financial Advisor(s) with sales, service and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence. Facilitate Financial Advisor and client requests for account rela Client Associate, Registered, Financial Advisor, Client Support, Associate, Client Service, Banking
-
Marketing Specialist
1 month ago
Bethesda, United States Seventy2 Capital Wealth Management Full timeSeventy2 Capital Wealth Management is seeking a full-time, entry-level Marketing Specialist to expand their marketing and communications team. This newly created position will report to the practice’s Marketing Director and will assist in promotional efforts both on the corporate level and for individual advisors. **Key Responsibilities** - Copywriting...
-
Part-time Office Assistant
3 weeks ago
North Haven, United States Harris & Company Wealth Management Full timeHarris & Company Wealth Management is seeking an experienced administrative assistant to join our office and help service our client base in the North Haven CT area. This position will begin on a part-time basis (20-30 hours weekly - 8am to 2pm) with the potential to move to full-time. All applicants must pass a criminal and credit background check, as well...
-
Associate Financial Advisor
4 weeks ago
Bethesda, United States Strategic Financial Associates LLC Full timeJob Description Job Description Title: Associate Financial AdvisorSalary: Commensurate with SkillsEmployment Type: Full Time, in officeRequired Experience: 5 + yearsPosition Description:This position is for an Associate Financial Advisor (AFA) to manage an existing block of clients. There is no cold-calling or required revenue production. The AFA supports...
-
Associate Financial Advisor
1 month ago
Bethesda, United States Strategic Financial Associates LLC Full timeJob Description Job Description Title: Associate Financial Advisor Salary: Commensurate with Skills Employment Type: Full Time, in office Required Experience: 5 + years Position Description: This position is for an Associate Financial Advisor (AFA) to manage an existing block of clients. There is no cold-calling or required revenue production. The AFA...