Registered Wealth Management Client Associate- Chicago, Il

Bank of America (GHR)

Chicago, IL, US
Base: $25.00 - $44.00 hourly; bonus/equity: discre...
Onsite
Finra series 7 license required
Finra series 66 license required
Strong client-centric mindset
Merrill Wealth Management provides comprehensive wealth management services focusing on goals-based planning for retirement and legacy

Job Summary

  • Merrill Wealth Management provides comprehensive wealth management services focusing on goals-based planning for retirement and legacy.
  • The role involves serving as the primary point of contact for clients to address service needs while supporting Financial Advisors.
  • Employees are eligible for an annual discretionary award based on individual performance and company success.

Matching Summary

Merrill Wealth Management provides comprehensive wealth management services focusing on goals-based planning for retirement and legacy.

Salary

Base: $25.00 - $44.00 hourly; Bonus/Equity: Discretionary incentive eligible; Benefits: Industry-leading benefits and paid time off

Skills & Requirements

Must-have

  • FINRA Series 7 license required
  • FINRA Series 66 license required
  • Strong client-centric mindset
  • Advanced investment product knowledge
  • Proficiency with Microsoft Office tools

Nice-to-have

  • Experience in fast-paced environments
  • Commitment to continuous learning
  • Sound judgment handling sensitive data
  • Salesforce platform proficiency
  • Ability to adapt to new technology

Key Requirements

  • Current FINRA SIE, Series 7, and Series 66 licenses
  • High School Diploma or GED equivalent
  • Must obtain licenses within specified timeframe if not held at hire

Work Rights

Not specified

Tailored Resume

Cover Letter