Registered Wealth Management Client Associate - Houston, Tx

Bank of America

Houston, TX, US
Not specified; not specified; not specified
Onsite
Finra sie series 7 series 66 licenses
Advanced investment product knowledge
Client-centric mindset and ethics
This role provides comprehensive client service support to multiple Financial Advisors within the Merrill Wealth Management division

Job Summary

  • This role provides comprehensive client service support to multiple Financial Advisors within the Merrill Wealth Management division.
  • The position requires acting as the primary point of contact for clients while ensuring operational excellence and risk management.
  • Candidates must hold specific FINRA securities licenses including Series 7, Series 66, and SIE to qualify for this office-based role.

Matching Summary

This role provides comprehensive client service support to multiple Financial Advisors within the Merrill Wealth Management division.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • FINRA SIE Series 7 Series 66 licenses
  • Advanced investment product knowledge
  • Client-centric mindset and ethics

Nice-to-have

  • Experience in fast-paced environments
  • Salesforce proficiency
  • Continuous learning commitment

Key Requirements

  • FINRA Securities Industry Essentials (SIE) license
  • Series 7 license
  • Series 66 (or 63/65) license
  • Office-based attendance required

Work Rights

Not specified

Tailored Resume

Cover Letter