Registered Wealth Management Client Associate
Company: Merrill
Location: Sacramento
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 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. 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, Sacramento , Registered Wealth Management Client Associate, Executive , Sacramento, California
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