Registered Wealth Management Client Associate
Company: Merrill Lynch, Pierce, Fenner & Smith Inc
Location: Saint Paul
Posted on: June 24, 2022
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Job Description:
Job Description:Business OverviewMerrill 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.DescriptionThe 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
experienceIf 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
codeKnowledge of investment and banking products, policies &
proceduresStrong client service & technical skills (MS Word &
Excel)Strong communication, time management, and organizational
skillsDesired Skills:Undergraduate degreeThis position is eligible
for a $2,500 referral bonus through the MyRecruit program. To
qualify, your referral must be fully licensed (Series 7, 66 or
63/65) at the time of hire. 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 Lynch, Pierce, Fenner & Smith Inc, St. Paul , Registered Wealth Management Client Associate, Executive , Saint Paul, Minnesota
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