Wealth Management Client Associate

Bank of America (GHR)

Bridgewater, US
Base: $25.00 - $44.00 hourly; bonus/equity: discre...
Onsite
Client service support
Client relationship management
Operational excellence
Merrill Wealth Management specializes in goals-based wealth management, offering investment advice and guidance for individuals, companies, and institutions

Job Summary

  • Merrill Wealth Management specializes in goals-based wealth management, offering investment advice and guidance for individuals, companies, and institutions.
  • The Wealth Management Client Associate serves as the primary point of contact for clients, addressing all service needs and deepening relationships by promoting banking offerings.
  • The company offers industry-leading benefits, paid time off, and resources to support employees in making a genuine impact and contributing to business growth.

Matching Summary

Merrill Wealth Management specializes in goals-based wealth management, offering investment advice and guidance for individuals, companies, and institutions.

Salary

Base: $25.00 - $44.00 hourly; Bonus/Equity: Discretionary incentive eligible; Benefits: Benefits eligible

Skills & Requirements

Must-have

  • Client service support
  • Client relationship management
  • Operational excellence
  • Risk management
  • Client-first mindset

Nice-to-have

  • Continuous learning and growth
  • Sound judgment and discretion
  • Adaptable to new technology
  • Enthusiastic and motivated self-starter

Key Requirements

  • FINRA SIE, Series 7, Series 66 (or 63/65)
  • High School Diploma / GED / Secondary School or equivalent
  • Proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce

Work Rights

Not specified

Tailored Resume

Cover Letter