Registered Wealth Management Client Associate

Bank of America (GHR)

Florham Park, New Jersey, US
Base: $26.50 - $42.00 hourly; bonus/equity: discre...
Onsite
Client service support
Operational excellence goals
Client advocacy
Merrill Wealth Management specializes in goals-based wealth management, including planning for retirement, education, and legacy through investment advice and guidance

Job Summary

  • Merrill Wealth Management specializes in goals-based wealth management, including planning for retirement, education, and legacy through investment advice and guidance.
  • This role is responsible for providing client service support to Financial Advisors, acting as the primary point of contact for client needs and ensuring accuracy and timeliness in all client interactions.
  • The company offers industry-leading benefits, access to paid time off, and resources to support employees in making a genuine impact and contributing to business growth.

Matching Summary

Merrill Wealth Management specializes in goals-based wealth management, including planning for retirement, education, and legacy through investment advice and guidance.

Salary

Base: $26.50 - $42.00 hourly; Bonus/Equity: Discretionary incentive eligible; Benefits: Benefits eligible

Skills & Requirements

Must-have

  • Client service support
  • Operational excellence goals
  • Client advocacy
  • FINRA Securities Industry Essentials
  • Series 7
  • Series 66

Nice-to-have

  • Client relationship building
  • Continuous learning
  • Sound judgment and discretion
  • Fast-paced environment
  • Detail oriented

Key Requirements

  • FINRA Securities Industry Essentials (SIE)
  • FINRA Series 7
  • FINRA Series 66 (63 and 65 accepted)
  • Advanced industry knowledge
  • Understanding of investment products
  • High School Diploma / GED / Secondary School or equivalent

Work Rights

Not specified

Tailored Resume

Cover Letter