Registered Wealth Management Client Associate
Company: Bank of America
Location: Tallahassee
Posted on: June 25, 2022
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Job Description:
Registered Wealth Management Client AssociateTallahassee,
Florida**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+ Series 7 & 66 or 63/65
licenses preferred; if hired without licenses, depending on the
needs of the business, you may be required to obtain registrations
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**Note to internal
employees: This 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).**Job Band:**H7**Shift:**1st shift (United States
of America)**Hours Per Week:**37.5**Weekly Schedule:****Referral
Bonus Amount:**2500**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+ Series 7 &
66 or 63/65 licenses preferred; if hired without licenses,
depending on the needs of the business, you may be required to
obtain registrations 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**Note to internal employees: This 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:**37.5Learn more about this roleFull
timeJR-22056300Band: H7Manages People: NoTravel: NoManager:Talent
Acquisition Contact:Jennifer ToribioReferral Bonus:2500Bank of
America and its affiliates consider for employment and hire
qualified candidates without regard to race, religious creed,
religion, color, sex, sexual orientation, genetic information,
gender, gender identity, gender expression, age, national origin,
ancestry, citizenship, protected veteran or disability status or
any factor prohibited by law, and as such affirms in policy and
practice to support and promote the concept of equal employment
opportunity and affirmative action, in accordance with all
applicable federal, state, provincial and municipal laws. The
company also prohibits discrimination on other bases such as
medical condition, marital status or any other factor that is
irrelevant to the performance of our teammates.To view the "EEO is
the Law" poster, CLICK HERE
(https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf)
.To view the "EEO is the Law" Supplement, CLICK HERE
(https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.pdf)
.Bank of America aims to create a workplace free from the dangers
and resulting consequences of illegal and illicit drug use and
alcohol abuse. Our Drug-Free Workplace and Alcohol Policy
("Policy") establishes requirements to prevent the presence or use
of illegal or illicit drugs or unauthorized alcohol on Bank of
America premises and to provide a safe work environment.To view
Bank of America's Drug-free workplace and alcohol policy, CLICK
HERE .
Keywords: Bank of America, Tallahassee , Registered Wealth Management Client Associate, Executive , Tallahassee, Florida
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