Registered Wealth Management Client Associate

Bank of America (GHR)

Pasadena, US
Base: $26.50 - $42.00 hourly pyy; bonus/equity: di...
Onsite
Client service support
Operational excellence goals
Client relationship management
Merrill Wealth Management specializes in goals-based wealth management, offering investment advice and guidance for individuals, companies, and institutions

Job Summary

  • Merrill Wealth Management specializes in goals-based wealth management, offering investment advice and guidance for individuals, companies, and institutions.
  • This role is responsible for providing client service support to Financial Advisors, serving as the primary point of contact for client needs and ensuring operational excellence.
  • The company offers industry-leading benefits, paid time off, and resources to support employees in making a genuine impact and contributing to sustainable growth.

Matching Summary

Merrill Wealth Management specializes in goals-based wealth management, offering investment advice and guidance for individuals, companies, and institutions.

Salary

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

Skills & Requirements

Must-have

  • Client service support
  • Operational excellence goals
  • Client relationship management
  • FINRA Securities Industry Essentials (SIE)
  • FINRA Series 7
  • FINRA Series 66

Nice-to-have

  • Client-centric mindset
  • Continuous learning
  • Professional growth
  • Sound judgment and discretion
  • Strong computer application skills

Key Requirements

  • FINRA Securities Industry Essentials (SIE)
  • FINRA Series 7
  • FINRA Series 66 (63 and 65 accepted in lieu of 66)
  • High School Diploma / GED / Secondary School or equivalent

Work Rights

Not specified

Tailored Resume

Cover Letter