1+ months

Wealth Management Client Associate

Louisville, KY 40207
Wealth Management Client Associate



Louisville, Kentucky



**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 Lynchs 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+ years 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



**Desired Skills:**



+ Undergraduate degree

+ Seeking a detailed oriented, highly motivated individual who enjoys multi-tasking within a fast-paced environment

+ The candidate should respond well to changing and evolving job duties and expectations.

+ Strong technological skills are desired



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 Lynchs 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+ years 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



**Desired Skills:**



+ Undergraduate degree

+ Seeking a detailed oriented, highly motivated individual who enjoys multi-tasking within a fast-paced environment

+ The candidate should respond well to changing and evolving job duties and expectations.

+ Strong technological skills are desired



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



Full time



JR-21015192



Band:



Manages People: No



Travel: No



Manager:



Talent Acquisition Contact:



Linda Onuigbo



Referral Bonus:



0

Industry

  • Banking / Finance
Posted: 2021-03-24 Expires: 2021-06-16

Success begins with building relationships.

At Bank of America, our customers are at the center of everything we do. Our focus is on helping each one find the right financial solutions. With a wide range of career opportunities available, we invite you to realize your career goals with us while assisting customers with what matters most to them.

Welcome to Careers at Bank of America.


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Bank of America
Louisville, KY 40207

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