Wealth Management Client Associate- Fort Worth, Tx
Bank of America (GHR)
Fort Worth, Texas, US
On-site
Client service support
Address all service needs
Client-centric mindset
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions
Job Summary
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs).
We believe trust comes from transparency.
Matching Summary
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.
Skills & Requirements
Must-have
client service support
address all service needs
client-centric mindset
strong work ethic
Nice-to-have
continuous learning
sound judgment and discretion
diversity in thoughts
culture driven, resilient, results focused
Key Requirements
FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66
High School Diploma / GED / Secondary School or equivalent