Wealth Management Associate

3 hours ago

Bellevue, Washington, United States Bank of America Full time
Job Title: Registered Wealth Management Client Associate

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 a personal relationship with their advisory team.

As a Registered Wealth Management Client Associate, you will provide dedicated operational and sales support to multiple Financial Advisors, helping them to deliver exceptional client experiences. You will be responsible for leading end-to-end onboarding and maintenance activities for new and existing clients, providing products and services to each client, and working with cross-line of business partners to ensure a seamless experience.

Key responsibilities include:

  • Working with highly affluent clients to understand their financial goals and objectives
  • Leading end-to-end onboarding and maintenance activities for new and existing clients
  • Providing products and services to each client, working with cross-line of business partners
  • Using creativity to tackle complex problems and manage client servicing requests and account maintenance
  • Acting as a key team member leading our clients' digital experience with the firm
  • Creating ease of access and interaction, while protecting their privacy and security

Requirements:

  • 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
  • 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

Benefits:

  • Competitive hourly pay: $40.50
  • Discretionary incentive eligible
  • Benefits package, including paid time off and resources to support employee growth and well-being

Bank of America is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse.

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