Series 7 and 66 licenses or series 7, 63 and 65 licenses
Safe act registration for mortgage loan originations
Strong communication and organizational skills
Bank of America Merrill Lynch is seeking a Relationship Manager for its Wealth Management division, focusing on enhancing client relationships and supporting Financial Advisors. The role requires strong communication skills, relevant licenses, and a commitment to client service in a structured office environment
Job Summary
This role supports the Financial Advisor team by developing and enhancing existing client relationships through non-administrative support.
The position requires maintaining SAFE Act registration if responsible for residential mortgage loans, including passing a federal background check.
Merrill Wealth Management offers an in-office culture that values diversity, resilience, and results-focused teamwork.
Matching Summary
Match Score: 85
Bank of America Merrill Lynch is seeking a Relationship Manager for its Wealth Management division, focusing on enhancing client relationships and supporting Financial Advisors. The role requires strong communication skills, relevant licenses, and a commitment to client service in a structured office environment.
Skills & Requirements
Must-have
Series 7 and 66 licenses or Series 7, 63 and 65 licenses
SAFE Act registration for mortgage loan originations
Strong communication and organizational skills
Experience with Salesforce CRM system
Knowledge of Wealth Management products
Nice-to-have
Ability to lead through collaboration without authority
Detail-oriented approach to client service
Proven ability to manage risk effectively
Diverse background and unique perspectives
Commitment to transparency and trust
Key Requirements
Series 7 and 66 licenses (or equivalent combination)