Wealth Management Client Associate - Houston, Tx

Bank of America (GHR)

Houston, TX, US
Not specified; not specified; not specified
Onsite
Client-centric mindset with strong work ethic
Proficiency in microsoft office and salesforce
Ability to learn new technology platforms quickly
Merrill Wealth Management provides comprehensive wealth management services focusing on goals-based planning for retirement, education, and legacy

Job Summary

  • Merrill Wealth Management provides comprehensive wealth management services focusing on goals-based planning for retirement, education, and legacy.
  • The role serves as the primary point of contact for clients, ensuring operational excellence while customizing solutions to meet specific needs.
  • The team values diversity and empowers employees to bring their whole selves to work within a culture driven by trust and transparency.

Matching Summary

Merrill Wealth Management provides comprehensive wealth management services focusing on goals-based planning for retirement, education, and legacy.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Client-centric mindset with strong work ethic
  • Proficiency in Microsoft Office and Salesforce
  • Ability to learn new technology platforms quickly

Nice-to-have

  • Experience in fast-paced evolving environment
  • Sound judgment handling sensitive information
  • Commitment to continuous professional growth

Key Requirements

  • High School Diploma or GED required
  • FINRA SIE, Series 7, or Series 66 certification desired
  • In-office attendance required per Workplace Excellence policy

Work Rights

Not specified

Tailored Resume

Cover Letter