Registered Wealth Management Client Associate
Company: Merrill Lynch
Location: Bradenton
Posted on: June 6, 2021
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Job Description:
Job Description: Business Overview 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. Description The Wealth Management 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 Wealth Management CA (Series 7 & 66
(63/65)). Fully paid or partially paid by the FA. Required Skills: Minimum of 1+ year's professional or relevant internship
experience If Series 7 and 66 licenses or Series 7, 63 and 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 &
procedures Strong client service & technical skills (MS Word & Excel) Strong communication, time management, and organizational
skills Desired Skills: 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
position. 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). Job Band: Shift: Hours Per Week: Weekly Schedule: Referral Bonus Amount: Job Description: Business Overview 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. Description The Wealth Management 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 Wealth Management CA (Series 7 & 66
(63/65)). Fully paid or partially paid by the FA. Required Skills: Minimum of 1+ year's professional or relevant internship
experience If Series 7 and 66 licenses or Series 7, 63 and 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 &
procedures Strong client service & technical skills (MS Word & Excel) Strong communication, time management, and organizational
skills Desired Skills: 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
position. 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). Job Band: Shift: Hours Per Week: Weekly Schedule: Referral Bonus Amount: Job Description: Business Overview 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. Description The Wealth Management 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 Wealth Management CA (Series 7 & 66
(63/65)). Fully paid or partially paid by the FA. Required Skills: Minimum of 1+ year's professional or relevant internship
experience If Series 7 and 66 licenses or Series 7, 63 and 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 &
procedures Strong client service & technical skills (MS Word & Excel) Strong communication, time management, and organizational
skills Desired Skills: 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
position. 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).
Shift: Hours Per Week:
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 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 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.
Keywords: Merrill Lynch, Bradenton , Registered Wealth Management Client Associate, Other , Bradenton, Florida
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