Wealth Management Client Associate

Bank of America (GHR)

Grand Rapids, United States
Fully remote
Client service support
Client relationship management
Operational excellence
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, addressing client needs, and maintaining client relationships.
  • The position requires FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 licenses, or the ability to obtain them within a specified timeframe.

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 support
  • client relationship management
  • operational excellence
  • risk management
  • financial advisor support

Nice-to-have

  • client-first mindset
  • continuous learning
  • diversity and inclusion
  • results-focused
  • adaptable to change

Key Requirements

  • FINRA SIE, Series 7, Series 66 licenses
  • Advanced industry knowledge
  • Investment product understanding
  • High School Diploma / GED

Work Rights

Not specified

Tailored Resume

Cover Letter