Wealth Management Client Associate (fp)

Bank of America

Bend, USA
Onsite
Client service
Operational excellence
Risk management
Merrill Wealth Management provides comprehensive wealth management and investment products and services, specializing in goals-based wealth management

Job Summary

  • Merrill Wealth Management provides comprehensive wealth management and investment products and services, specializing in goals-based wealth management.
  • This role is responsible for providing client service support to Financial Advisors, acting as the primary point of contact for client service needs.
  • The company values diversity, an in-office culture with flexibility, and empowers employees to bring their whole selves to work.

Matching Summary

Merrill Wealth Management provides comprehensive wealth management and investment products and services, specializing in goals-based wealth management.

Skills & Requirements

Must-have

  • Client Service
  • Operational Excellence
  • Risk Management
  • Client Relationship Management
  • Team Support

Nice-to-have

  • Client-centric mindset
  • Continuous learning
  • Sound judgment
  • Adaptability
  • Diversity and Inclusion

Key Requirements

  • High School Diploma / GED / Secondary School or equivalent
  • FINRA Securities Industry Essentials (SIE)
  • FINRA Series 7
  • FINRA Series 66
  • FINRA Series 63
  • FINRA Series 65

Work Rights

Not specified

Tailored Resume

Cover Letter