Registered Wealth Management Client Associate

Bank of America (GHR)

Toms River, New Jersey, USA
Base: $26.50 - $42.00 hourly; bonus/equity: discre...
Fully remote
Client service support
Operational excellence
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, addressing all client service needs and identifying opportunities to deepen client relationships.
  • The company offers industry-leading benefits, access to paid time off, and resources to support employees in making a genuine impact.

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; Bonus/Equity: Discretionary incentive eligible; Benefits: Benefits eligible

Skills & Requirements

Must-have

  • Client service support
  • Operational excellence
  • Client relationship management
  • Financial Advisor support

Nice-to-have

  • Culture driven
  • Resilient
  • Results focused
  • Continuous learning
  • Sound judgment and discretion

Key Requirements

  • FINRA SIE, Series 7, Series 66 licenses
  • Advanced industry knowledge
  • Client-centric mindset
  • Ability to learn new technology
  • High School Diploma / GED / Secondary School or equivalent

Work Rights

Not specified

Tailored Resume

Cover Letter