Registered Wealth Management Client Associate
Company: Bank of America
Location: Cincinnati
Posted on: November 22, 2021
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Job Description:
Job Description:
Business Overview
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.
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:
Desired Skills:
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:
H7
Shift:
1st shift (United States of America)
Hours Per Week:
37.5
Weekly Schedule:
Referral Bonus Amount:
0
> Job Description:
Business Overview
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.
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:
Desired Skills:
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:
H7
Shift:
1st shift (United States of America)
Hours Per Week:
37.5
Weekly Schedule:
Referral Bonus Amount:
0
Job Description:
Business Overview
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.
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:
Desired Skills:
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:
1st shift (United States of America)
Hours Per Week:
37.5
Learn more about this role
Keywords: Bank of America, Cincinnati , Registered Wealth Management Client Associate, Executive , Cincinnati, Ohio
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