Private Wealth Client Associate

Bank of America (GHR)

San Francisco, United States
Base: $25.00 - $44.00 hourly; bonus/equity: discre...
Fully remote
Client service support
Client relationship management
Operational excellence goals
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 providing client service support to potentially multiple Financial Advisors (FAs), serving as the most frequent point of contact within Merrill to address all service needs of their clients.
  • 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: $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 goals
  • client advocacy
  • enterprise strategic objectives

Nice-to-have

  • client-first mindset
  • continuous learning
  • professional growth
  • sound judgment and discretion
  • diversity of thought

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter