Registered Wealth Management Client Associate

Company: Bank of America
Location: Thousand Oaks
Posted on: May 1, 2021

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 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.

Required Skills

• Minimum of 1+ years professional or relevant internship experience required
• 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 & 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:
    1st shift (United States of America)
    
    Hours Per Week:
    37.5
    
    Learn more about this role

Keywords: Bank of America, Thousand Oaks , Registered Wealth Management Client Associate, Executive , Thousand Oaks, California