Registered Wealth Management Client Associate - Chicago Market

Bank of America Merrill Lynch

Northbrook, IL, USA
Base: $26.50 - $42.00 hourly; bonus: discretionary...
Fully remote
Finra series 7 license required
Finra series 66 license required
Strong client relationship management skills
The job posting is for a Registered Wealth Management Client Associate at Bank of America Merrill Lynch, located in Northbrook, IL, with a fully remote work option. The role focuses on providing exceptional client service and support to Financial Advisors, emphasizing relationship-building and operational excellence

Job Summary

  • This role provides comprehensive client service support to multiple Financial Advisors while ensuring alignment with bank policies and operational excellence goals.
  • The position requires acting as the primary point of contact for clients to address service needs, educate them on offerings, and deepen relationships through banking integration.
  • Employees are eligible for industry-leading benefits, paid time off, and an annual discretionary incentive award based on individual and business performance.

Matching Summary

Match Score: 85

The job posting is for a Registered Wealth Management Client Associate at Bank of America Merrill Lynch, located in Northbrook, IL, with a fully remote work option. The role focuses on providing exceptional client service and support to Financial Advisors, emphasizing relationship-building and operational excellence.

Salary

Base: $26.50 - $42.00 hourly; Bonus: Discretionary incentive eligible; Benefits: Industry-leading benefits and paid time off included

Skills & Requirements

Must-have

  • FINRA Series 7 license required
  • FINRA Series 66 license required
  • Strong client relationship management skills
  • Knowledge of investment products and banking services
  • Ability to work in an in-office culture

Nice-to-have

  • Experience with Salesforce CRM platform
  • Self-motivated and coachable attitude
  • Detail-oriented approach to complex solutions
  • Fast-paced environment adaptability
  • Microsoft Office Suite proficiency

Key Requirements

  • High School Diploma or GED
  • Series 7 Securities License
  • Series 66 (or 63/65) License
  • SIE Certification

Work Rights

Not specified

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