Registered Wealth Management Client Associate

Bank of America (GHR)

Atlanta, USA
Onsite
Finra sie, series 7, series 66
Client service support
Operational excellence goals
Merrill Wealth Management specializes in goals-based wealth management, offering investment advice and guidance for life goals

Job Summary

  • Merrill Wealth Management specializes in goals-based wealth management, offering investment advice and guidance for life goals.
  • This role provides client service support to Financial Advisors, acting as the primary point of contact for client service needs.
  • The company values diversity, a culture-driven work environment, and empowers employees to bring their whole selves to work.

Matching Summary

Merrill Wealth Management specializes in goals-based wealth management, offering investment advice and guidance for life goals.

Skills & Requirements

Must-have

  • FINRA SIE, Series 7, Series 66
  • Client service support
  • Operational excellence goals
  • Risk management
  • Client relationship management

Nice-to-have

  • Continuous learning and professional growth
  • Sound judgment and discretion
  • Fast-paced environment adaptability
  • Detail-oriented approach

Key Requirements

  • FINRA Securities Industry Essentials (SIE)
  • FINRA Series 7
  • FINRA Series 66 (or 63 and 65)
  • High-school diploma

Work Rights

Not specified

Tailored Resume

Cover Letter