Registered Wealth Management Client Associate
Company: Merrill
Location: Lafayette
Posted on: April 10, 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:
Minimum of 1+ year's 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
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
Keywords: Merrill, Lafayette , Registered Wealth Management Client Associate, Executive , Lafayette, Indiana
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