Registered Wealth Management Client Associate
Company: Bank of America
Posted on: November 18, 2021
Merrill Lynch Wealth Management is a leading provider of
comprehensive wealth management and investment products and
services for individuals, companies, and institutions. Merrill
Lynch wealth management is one of the largest businesses of its
kind in the world specializing in goals-based wealth management,
including planning for retirement, education, legacy, and other
life goals through investment advice and guidance.
Merrill Lynch's financial advisors help clients pursue the life
they envision through a one-on-one relationship with an advisor
committed to their needs. We believe trust comes from transparency.
Our trusted financial advisors are equipped with access to the
investment insights of Merrill Lynch coupled with the banking
convenience of Bank of America.
The Client Associate (CA) role is a sales support position,
typically providing dedicated operational and sales support to
multiple Financial Advisors (FA's). Incumbents may also on a
regular basis support office initiatives, in addition to the
businesses of particular FA's. For established clients, the CA will
often serve as the most frequent point of contact with Merrill
Lynch. Fully registered CA (Series 7 & 66 (63/65)). Fully paid or
partially paid by the FA.
- Minimum of 1+ years professional or relevant internship
- If Series 7 & 66 or 63/65 licenses are not currently held, must
be obtained within a specified timeframe if being hired into a
registered job code
- Knowledge of investment and banking products, policies &
- Strong client service & technical skills (MS Word &
- Strong communication, time management and organizational
- Undergraduate Degree
Please be advised that under current company policy, Merrill Lynch
does not sponsor a visa petition or other work authorization, nor
will the company provide relocation assistance, for this
NOTE: In addition to any of the Client Associate roles (Registered,
Partially Registered or Non-Registered), this position may be hired
into any of the Private Wealth Associate roles (Registered,
Partially Registered or Non-Registered).
1st shift (United States of America)
Hours Per Week:
Referral Bonus Amount:
Keywords: Bank of America, Keller , Registered Wealth Management Client Associate, Executive , Keller, Texas
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