Wealth Management Associate
1 week ago
About the Role:
The Registered Wealth Management Client Associate is a sales support position that provides dedicated operational and sales support to multiple Financial Advisors. This role involves working with highly affluent clients, leading end-to-end onboarding and maintenance activities, and providing products and services to each client. The ideal candidate will have a foundational knowledge of investment and banking products, excellent communication skills, and the ability to work in a fast-paced environment.
Key Responsibilities:
- Work with cross-line of business partners to provide products and services to clients
- Lead end-to-end onboarding and maintenance activities for new and existing clients
- Manage client servicing requests and account maintenance
- Act as a key team member leading our clients' digital experience with the firm
- Create ease of access and interaction while protecting client privacy and security
Requirements:
- Currently hold Series 7 & 66 or 63/65
- 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
- Detail-oriented and invested in personal development
About Us:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. We empower our employees to bring their whole selves to work and value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and brings their unique perspectives, ideas, and experiences to create a work community that is culture-driven, resilient, results-focused, and effective.
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Wealth Management Client Associate
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Wealth Management Client Associate
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Saint Paul, Minnesota, United States Bank of America Full timeAbout the RoleMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. As a Registered Wealth Management Client Associate, you will play a critical role in helping clients pursue their financial goals through a personal relationship with their...
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