Registered Wealth Management Client Associate

Employer
Merrill Lynch
Location
Alexandria, VA
Posted
Oct 13, 2021
Closes
Oct 15, 2021
Ref
141045697
Hours
Full Time
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. 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 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. 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 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. Shift: 1st shift (United States of America) Hours Per Week: 37.5

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