Registered Wealth Management Client Associate

Bank of America (GHR)

Bloomfield Hills, Michigan, USA
Fully remote
Client service
Operational excellence
Risk 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, acting as the primary point of contact for client needs and ensuring operational excellence.
  • The company values diversity, resilience, and a results-focused culture, empowering employees to bring their whole selves to work.

Matching Summary

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

Skills & Requirements

Must-have

  • Client Service
  • Operational Excellence
  • Risk Management
  • Client Relationship Management
  • Financial Advisor Support

Nice-to-have

  • Client First Mindset
  • Continuous Learning
  • Sound Judgment
  • Adaptable to New Technology
  • Diversity and Inclusion

Key Requirements

  • FINRA SIE, Series 7, Series 66 licenses
  • Advanced industry knowledge
  • Client-centric mindset
  • High School Diploma / GED

Work Rights

Not specified

Tailored Resume

Cover Letter