Wealth Management Client Associate (fp)

Bank of America

North Bethesda, US
Base: $25.00 - $44.00 hourly; bonus/equity: discre...
Onsite
Client service support
Client relationship management
Operational excellence
Merrill Wealth Management provides comprehensive wealth management and investment products and services for individuals, companies, and institutions

Job Summary

  • Merrill Wealth Management provides comprehensive wealth management and investment products and services for individuals, companies, and institutions.
  • This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs), serving as the most frequent point of contact for client service needs.
  • We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Matching Summary

Merrill Wealth Management provides comprehensive wealth management and investment products and services for individuals, companies, and institutions.

Salary

Base: $25.00 - $44.00 hourly; Bonus/Equity: Discretionary incentive eligible; Benefits: Benefits eligible

Skills & Requirements

Must-have

  • client service support
  • client relationship management
  • operational excellence
  • risk management
  • client advocacy

Nice-to-have

  • enthusiastic and highly motivated
  • client-centric mindset
  • continuous learning and professional growth
  • sound judgment and discretion
  • culture driven, resilient, results focused

Key Requirements

  • High School Diploma / GED / Secondary School or equivalent
  • FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66)
  • Industry knowledge and understanding of investment products
  • Experience working with clients
  • Proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce

Work Rights

Not specified

Tailored Resume

Cover Letter