Current jobs related to Registered Wealth Management Client Associate - West Des Moines - Bank of America
-
Wealth Management Associate
1 month ago
West Chester, Pennsylvania, United States Atria Wealth Solutions Full timeJob OverviewWe are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at Atria Wealth Solutions. As a key member of our wealth management team, you will play a vital role in building and maintaining strong client relationships, working closely with our financial advisors to enhance and grow their...
-
Wealth Management Operations Specialist
4 days ago
West Des Moines, United States Farm Bureau Financial Services Full timeWealth Management Operations SpecialistDo you pay great attention to detail, and have strong organizational and time management skills? Are you a team player with a positive "can-do" attitude? Do you have strong customer service skills and experience in the Broker/Dealer industry? If so, this Wealth Management Operations Specialist opportunity on our Wealth...
-
Wealth Management Specialist
1 month ago
West Des Moines, United States Farm Bureau Financial Services Full timeWealth Management Specialist Wealth Management Specialist Do you have a passion for helping people and delivering an exceptional client experience? Do you enjoy problem solving and resolving issues? If so, this may be the opportunity for you to work in our office located in Des Moines, Iowa! Who We Are: At Farm Bureau Financial Services, our...
-
Wealth Management Associate
2 weeks ago
West Palm Beach, Florida, United States Bank of America Full timeJob Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experts helps clients pursue their financial goals through personalized advice and guidance.We are seeking a highly motivated and detail-oriented Registered Wealth...
-
Wealth Management Professional
2 weeks ago
West Des Moines, Iowa, United States FBL Financial Full timeRole OverviewWe are seeking a highly motivated and organized Wealth Management Office Assistant to join our team in West Des Moines, Iowa. As a key member of our Wealth Management team, you will provide exceptional client service, support, and administrative assistance to our Wealth Management Advisors and Consultants.Key ResponsibilitiesSupport the sales...
-
Wealth Management Operations Specialist
1 week ago
West Des Moines, Iowa, United States Farm Bureau Financial Services Full timeJob SummaryWe are seeking a highly skilled Wealth Management Operations Specialist to join our team at Farm Bureau Financial Services. As a key member of our Wealth Management team, you will be responsible for partnering with Agent Registered Representatives and Investment Advisor Representatives to help grow their businesses.This role requires strong...
-
Wealth Management Professional
1 week ago
Des Moines, Iowa, United States Farm Bureau Financial Services Full timeRole OverviewWealth Management Specialist is a key position at Farm Bureau Financial Services, where you will work closely with Wealth Management Advisors and Consultants to deliver exceptional client experiences. This role requires strong problem-solving skills, attention to detail, and excellent communication skills to ensure seamless client...
-
Wealth Management Professional
1 week ago
Des Moines, Iowa, United States Farm Bureau Financial Services Full timeJob Title: Wealth Management SpecialistWe are seeking a highly skilled and motivated Wealth Management Specialist to join our team at Farm Bureau Financial Services. As a key member of our team, you will play a critical role in supporting our Wealth Management Advisors and Consultants in all aspects of the sales process, onboarding, and servicing clients.Key...
-
Wealth Management Professional
2 weeks ago
West Des Moines, Iowa, United States FBL Financial Full timeRole SummaryWe are seeking a highly organized and detail-oriented Wealth Management Office Assistant to support our Wealth Management Advisors and Consultants in all aspects of the sales process, onboarding, and servicing clients.Key Responsibilities:Support multiple WMAs and WMCs to increase investment advisory, brokerage, and mutual fund sales while...
-
Wealth Management Operations Director
3 weeks ago
West Des Moines, Iowa, United States Farm Bureau Financial Services Full timeJob Title: Wealth Management Operations ManagerWe are seeking a highly skilled and experienced Wealth Management Operations Manager to join our team at Farm Bureau Financial Services. As a key member of our operations team, you will play a critical role in ensuring the efficient and effective delivery of our wealth management services to our clients.Key...
-
Wealth Management Trainee
4 weeks ago
Des Moines, Iowa, United States QCR Holdings Full timeJob Title: Wealth Management InternJob Summary:We are seeking a highly motivated and detail-oriented Wealth Management Intern to join our team. As a Wealth Management Intern, you will have the opportunity to work with our experienced team of trust and investment officers to gain hands-on experience in financial planning, relationship management, and trust...
-
Wealth Management Professional
1 month ago
Des Moines, Iowa, United States Farm Bureau Financial Services Full timeRole Summary:We are seeking a highly skilled Wealth Management Specialist to join our team at Farm Bureau Financial Services. As a key member of our team, you will work closely with Wealth Management Advisors and Consultants to provide exceptional client service and support.Key Responsibilities:Support multiple WMAs and WMCs in all aspects of the sales...
-
Wealth Management Training Associate
3 weeks ago
West Hartford, Connecticut, United States Northwestern Mutual - West Hartford Full timeJob DescriptionNorthwestern Mutual is seeking a highly motivated and detail-oriented Wealth Management Training Associate to join our team. As a Wealth Management Training Associate, you will play a critical role in helping clients achieve their financial goals by developing and implementing personalized financial plans. You will work closely with...
-
Wealth Management Professional
1 month ago
Des Moines, Iowa, United States Farm Bureau Financial Services Full timeAbout the RoleWe are seeking a highly skilled and motivated Wealth Management Specialist to join our team at Farm Bureau Financial Services. As a key member of our team, you will play a critical role in supporting our Wealth Management Advisors and Consultants in all aspects of the sales process, onboarding, and servicing clients.Key ResponsibilitiesSupport...
-
Wealth Management Professional
2 weeks ago
Des Moines, Iowa, United States Farm Bureau Financial Services Full timeAbout the RoleWe are seeking a highly skilled and motivated Wealth Management Specialist to join our team at Farm Bureau Financial Services. As a key member of our team, you will play a critical role in supporting our Wealth Management Advisors and Consultants in all aspects of the sales process, onboarding, and servicing clients.Key ResponsibilitiesSupport...
-
West Hartford, Connecticut, United States Northwestern Mutual Full timeNorthwestern Mutual Internship ProgramAre you looking to kickstart your career in wealth management? Our comprehensive internship program is designed to provide real-world experience and equip you with the skills to build and maintain relationships within your community.Program Overview:The Executive Development Program/Wealth Management Associate - Intern...
-
Client Wealth Coordinator
4 months ago
West Albany, United States Fusco Personnel Inc. Full timeClient Wealth CoordinatorAlbany, NY Fusco Personnel is actively recruiting a Client Wealth Coordinator for a growing Wealth Management Firm in the Capital District area. This is a FT Direct Hire opportunity. Qualifications:2-5 years experience in the financial services industryExcellent written, verbal and interpersonal communication skillsStrong attention...
-
Wealth Management Professional
1 week ago
West Chester, Pennsylvania, United States Old Point Full timeJob SummaryThe Wealth Advisor is a registered representative responsible for client acquisition, growth, and servicing by providing a balanced combination of professional investment management and personalized financial advice.This role shares the organization's commitment to understanding, caring for, and guiding financial decisions involving asset...
-
Client Services Liaison
2 weeks ago
Des Moines, Iowa, United States Misty SOLDwisch Team - Better Homes and Gardens Real Estate Innovations Full timeClient Services AssociateWe're seeking a highly motivated and detail-oriented Client Services Associate to join our team at Misty SOLDwisch Team - Better Homes and Gardens Real Estate Innovations. As a key member of our team, you will be responsible for delivering exceptional customer experiences and ensuring the smooth operation of our real estate...
-
Wealth Management Specialist
3 weeks ago
West Chester, Pennsylvania, United States Old Point Full timeJob SummaryThe Wealth Advisor is a key member of our team at Old Point, responsible for providing exceptional client service and delivering tailored financial solutions to our high net worth clients. As a registered representative, you will be responsible for client acquisition, growth, and servicing, leveraging your expertise in investment management and...
Registered Wealth Management Client Associate
2 months ago
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.
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 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
Required Qualifications:
FINRA Securities Industry Essentials (SIE), Series 7, 63/65 or 66
Displays advanced industry knowledge and understanding of investment products
Desired Qualifications:
Energetic individual that is self-motivated, coachable and flexible in thought
Enjoys a fast-paced environment with changing and evolving responsibilities
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
by Jobble
