Registered Wealth Management Client Associate

Bank of America (GHR)

FRISCO, United States of America
Fully remote
Finra securities industry essentials (sie)
Finra series 7
Finra series 66
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, serving as the primary point of contact for client needs.
  • The company values diversity, a culture-driven work community, resilience, and results-focused effectiveness.

Matching Summary

Merrill Wealth Management provides comprehensive wealth management and investment products and services, specializing in goals-based wealth management.

Skills & Requirements

Must-have

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

Nice-to-have

  • Client Relationship Management
  • Continuous Learning
  • Professional Growth
  • Sound Judgment and Discretion
  • Fast-paced Environment

Key Requirements

  • FINRA SIE, Series 7, Series 66 (or 63/65)
  • Advanced industry knowledge
  • Investment product understanding
  • High School Diploma / GED / Secondary School

Work Rights

Not specified

Tailored Resume

Cover Letter