Registered Private Wealth Client Associate - Bilingual Portuguese Preferred

Bank of America (GHR)

Miami, United States
Onsite
Client service support
Operational excellence
Risk management
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs)

Job Summary

  • This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs).
  • Merrill Wealth Management is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
  • Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

Matching Summary

This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs).

Skills & Requirements

Must-have

  • Client Service Support
  • Operational Excellence
  • Risk Management
  • Client Relationship Management
  • FINRA Securities Industry Essentials (SIE)
  • FINRA Series 7
  • FINRA Series 66

Nice-to-have

  • Bilingual Portuguese
  • Fast-paced environment
  • Detail-oriented
  • Continuous learning
  • Sound judgment and discretion

Key Requirements

  • FINRA SIE, Series 7, Series 66
  • Advanced industry knowledge
  • Client-centric mindset
  • Ability to learn and adapt

Work Rights

Not specified

Tailored Resume

Cover Letter