Registered Wealth Management Client Associate - Mckinney, Tx

Bank of America (GHR)

McKinney, TX, US
Not specified; not specified; not specified
Onsite
Finra sie, series 7, and series 66 licenses
Advanced knowledge of investment products
Client-centric mindset with strong work ethic
This role provides essential client service support to multiple Financial Advisors within the Merrill Wealth Management division

Job Summary

  • This role provides essential client service support to multiple Financial Advisors within the Merrill Wealth Management division.
  • The position requires acting as the primary point of contact for clients to address service needs and promote banking offerings.
  • Candidates must hold specific FINRA securities licenses including Series 7 and Series 66 to ensure compliance and operational excellence.

Matching Summary

This role provides essential client service support to multiple Financial Advisors within the Merrill Wealth Management division.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • FINRA SIE, Series 7, and Series 66 licenses
  • Advanced knowledge of investment products
  • Client-centric mindset with strong work ethic

Nice-to-have

  • Experience in fast-paced financial environments
  • Proficiency with Salesforce and Microsoft Office
  • Commitment to continuous professional growth

Key Requirements

  • FINRA Securities Industry Essentials (SIE) license
  • Series 7 and Series 66 (or 63/65) licenses
  • High School Diploma or GED equivalent

Work Rights

Not specified

Tailored Resume

Cover Letter