Relationship Manager - Egp (fp)

Bank of America

Walnut Creek, California, US
Base: $60,000.00 - $96,000.00 annualized salary; b...
Onsite
Client relationship management
Client service model
Investment strategy
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions

Job Summary

  • Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.
  • This job is responsible for supporting the Financial Advisor (FA) team to further develop and enhance existing client relationships.
  • We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Matching Summary

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.

Salary

Base: $60,000.00 - $96,000.00 annualized salary; Bonus/Equity: Formulaic incentive eligible; Benefits: Benefits eligible

Skills & Requirements

Must-have

  • client relationship management
  • client service model
  • investment strategy
  • client onboarding
  • escalation resolution

Nice-to-have

  • culture driven
  • resilient
  • results focused
  • collaboration and influence

Key Requirements

  • Series 7 and 66 licenses
  • Series 7, 63, and 65 licenses
  • SAFE ACT Registration
  • Form ADV -2B
  • firm approved designation

Work Rights

Not specified

Tailored Resume

Cover Letter