Wealth Management Specialist - Non-registered

Bank of America Merrill Lynch

Mill Valley, CA, US
Base: $28.85 - $45.00 hourly; bonus/equity: formul...
**
Series 7 and 66 or 63/65 licenses
Safe act registration requirement
Client portfolio analysis and planning
** Bank of America Merrill Lynch is seeking a Wealth Management Specialist Trainee in Mill Valley, CA, to support financial advisory teams in delivering comprehensive wealth management solutions. The role is designed for candidates to gain necessary licenses and skills to advance within the organization, focusing on developing client relationships and financial planning. **

Job Summary

  • This role is a training program designed to develop candidates into fully licensed Wealth Management Client Associates.
  • The position requires obtaining specific securities licenses such as Series 7 and 66 within a specified timeframe to advance.
  • Employees are eligible for formulaic incentives based on performance metrics and receive industry-leading benefits including paid time off.

Matching Summary

Match Score: 75

** Bank of America Merrill Lynch is seeking a Wealth Management Specialist Trainee in Mill Valley, CA, to support financial advisory teams in delivering comprehensive wealth management solutions. The role is designed for candidates to gain necessary licenses and skills to advance within the organization, focusing on developing client relationships and financial planning. **

Salary

Base: $28.85 - $45.00 hourly; Bonus/Equity: Formulaic incentive eligible; Benefits: Industry-leading benefits and PTO included

Skills & Requirements

Must-have

  • Series 7 and 66 or 63/65 licenses
  • SAFE Act registration requirement
  • Client portfolio analysis and planning
  • Salesforce tool proficiency
  • Estate and gift tax knowledge

Nice-to-have

  • CRPC designation preferred
  • Strong communication skills
  • Ability to lead without authority
  • Detail-oriented organizational skills
  • Diverse background perspective

Key Requirements

  • Series 7, 66 (or 63 & 65) licenses
  • SAFE Act registration and background check
  • High School Diploma or GED
  • Firm approved designation
  • Knowledge of Estate and Gift Taxes

Work Rights

Not specified

Tailored Resume

Cover Letter