Wealth Management Client Associate (FP)

Responsibilities

• Provide excellent client service by educating clients on banking and service offerings
• Ensure timeliness, accuracy, and completeness of all client materials and requests
• Support Financial Advisors by managing day-to-day team activities and operational needs
• Assist in maintaining alignment with bank policies and procedures to manage risk
• Identify and deepen client relationships by promoting the integration of banking into daily practices

Requirements

• High School Diploma, GED, or equivalent
• Strong computer application skills, including proficiency in Microsoft Word, Excel, and PowerPoint
• Proficiency with Salesforce
• Demonstrated client-centric mindset and ability to act in the best interest of the client
• Ability to learn and adapt to new information and technology platforms

Preferred Qualifications

• Currently holds or is pursuing FINRA SIE, Series 7, and/or Series 66 licenses
• Previous experience working with clients in a fast-paced environment
• Up to 5 years of related experience in wealth management or financial services
• Advanced degree (Master's)

Benefits

• Industry-leading benefits package
• Access to paid time off
• Eligibility for annual discretionary incentive plans

About the Company

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products for individuals, companies, and institutions. We specialize in goals-based wealth management, helping clients pursue their life visions through personalized advisory teams and the banking convenience of Bank of America.