Registered Wealth Management Client Associate

Bank of America (GHR)

Providence, US
Base: $26.50 - $42.00 hourly; bonus/equity: discre...
Client service support
Financial advisor support
Operational excellence goals
Merrill Wealth Management provides comprehensive wealth management and investment products and services, specializing in goals-based wealth management

Job Summary

  • Merrill Wealth Management provides comprehensive wealth management and investment products and services, specializing in goals-based wealth management.
  • This role is responsible for providing client service support to Financial Advisors, addressing all client service needs and identifying opportunities to deepen relationships.
  • The company offers industry-leading benefits, access to paid time off, and resources to support employees in making a genuine impact.

Matching Summary

Merrill Wealth Management provides comprehensive wealth management and investment products and services, specializing in goals-based wealth management.

Salary

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

Skills & Requirements

Must-have

  • Client service support
  • Financial Advisor support
  • Operational excellence goals
  • Client relationship management
  • Risk management

Nice-to-have

  • Self-motivated and flexible
  • Fast-paced environment
  • Detail oriented
  • Personal development focus
  • Client experience excellence

Key Requirements

  • FINRA Securities Industry Essentials (SIE)
  • Series 7, 63/65 or 66
  • Advanced industry knowledge
  • Microsoft Word, Excel, PowerPoint experience

Work Rights

Not specified

Tailored Resume

Cover Letter