Private Wealth Client Associate

Bank of America • Charlotte, NC

3d • Onsite

About The Position

Merrill Wealth Management provides comprehensive wealth management and investment products and services to individuals, companies, and institutions. The McDade Group is a Private Wealth Management team based in Charlotte, North Carolina, serving a select group of families and individuals as they navigate the complexities of significant wealth. The team’s mission is to simplify clients’ wealth and lives so they can focus on important personal and professional pursuits.

This role provides client service support to potentially multiple Financial Advisors (FAs), supporting strategic objectives, operational excellence, and client advocacy while customizing solutions to the needs of the FA’s business. The associate is often the most frequent point of contact at Merrill for clients’ service needs. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development, with role-specific flexibility based on responsibilities and business needs. Internal employees currently working from home may apply, but selected candidates may be required to work onsite under the workplace excellence policy.

Requirements

• Currently hold FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 licenses; Series 63 and Series 65 are accepted in lieu of Series 66.
• Possess advanced industry knowledge and an understanding of investment products.
• Be an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results.
• Demonstrate a client-centric mindset and always act in the client’s best interest.
• Be able to learn and adapt to new information and technology platforms.
• Meet the minimum education requirement of a High School Diploma, GED, secondary school education, or equivalent.

Nice To Haves

• Experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience.
• Bachelor’s degree.
• Comfort operating in a fast-paced environment with changing and evolving responsibilities.
• Attention to detail.
• Commitment to continuous learning and professional growth.
• Sound judgment and discretion when handling sensitive information.
• Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
• Professional verbal and written communication skills.

Responsibilities

• Provide excellent client service by educating clients about the bank’s services and banking offerings.
• Ensure client materials are timely, accurate, and complete, and follow up on client and Financial Advisor requests.
• Help ensure practices align with bank policies and procedures to support operational excellence, protect clients, and manage risk.
• Identify, deepen, and maintain client relationships by emphasizing the bank’s offerings and encouraging banking integration into day-to-day practices; communicate outputs to the Financial Advisor.
• Support day-to-day team activities and needs, including covering roles during absences or seasonal increases in need, while maintaining a client-first mindset.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED