Registered Wealth Management Client Associate - Fp

Bank of America (GHR)

Northbrook, IL, US
Base: $26.50 - $42.00 hourly; bonus/equity: discre...
Fully remote
Client service support
Client relationship management
Operational excellence goals
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions

Job Summary

  • Merrill Wealth Management is a leading provider of 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), addressing all service needs of their clients.
  • 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 is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.

Salary

Base: $26.50 - $42.00 hourly; Bonus/Equity: Discretionary incentive eligible; Benefits: Benefits eligible

Skills & Requirements

Must-have

  • Client service support
  • Client relationship management
  • Operational excellence goals
  • Risk management
  • FINRA Securities Industry Essentials (SIE)
  • Series 7
  • Series 66

Nice-to-have

  • Energetic and self-motivated
  • Detail oriented
  • Invested in personal development
  • Client experience excellence
  • Microsoft Word, Excel, PowerPoint
  • Salesforce experience a plus

Key Requirements

  • FINRA Securities Industry Essentials (SIE)
  • Series 7
  • Series 66
  • High School Diploma / GED / Secondary School or equivalent

Work Rights

Not specified

Tailored Resume

Cover Letter