Registered Private Wealth Client Associate

Bank of America

Chicago, United States
Base: $25.00 - $44.00 hourly; bonus/equity: discre...
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 needs and ensuring alignment with bank policies.
  • The company values diversity, offers industry-leading benefits, and provides resources and support to employees for sustainable business growth and community contribution.

Matching Summary

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

Salary

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

Skills & Requirements

Must-have

  • Client Service
  • Operational Excellence
  • Risk Management
  • Client Relationship Management
  • Financial Advisor Support

Nice-to-have

  • Continuous Learning
  • Adaptability
  • Detail Oriented
  • Sound Judgment
  • Team Collaboration

Key Requirements

  • FINRA SIE, Series 7, Series 66 licenses
  • Advanced industry knowledge
  • Client-centric mindset
  • Ability to learn new technology

Work Rights

Not specified

Tailored Resume

Cover Letter