Registered Private Wealth Client Associate

Bank of America • Los Angeles, CA

1d • $25 - $45 • Onsite

About The Position

Merrill Wealth Management provides wealth management and investment products and services to individuals, companies, and institutions, with a focus on goals-based advice for retirement, education, legacy, and other life goals. Financial Advisors and Wealth Management Client Associates work with clients through personal advisory relationships, combining Merrill investment insights with the banking convenience of Bank of America.

The Registered Private Wealth Client Associate provides client service support to potentially multiple Financial Advisors. The role supports strategic objectives and operational excellence, advocates for clients, and customizes solutions to the needs of the FA’s business. The associate serves as a frequent point of contact within Merrill for clients’ service needs. Merrill describes its work culture as in-office, with role-specific flexibility based on responsibilities and business needs.

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. If these licenses are not held, they must be obtained within a specified timeframe when hired into a registered job code.
• Possess advanced industry knowledge and an understanding of investment products.
• Be an enthusiastic, highly motivated self-starter with a strong work ethic and an 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.
• Minimum education: High school diploma, GED, secondary school, or equivalent.

Nice To Haves

• Experience working with clients, promptly fulfilling their needs, delivering complex solutions, and providing an excellent client experience.
• 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 Microsoft Word, Excel, PowerPoint, and Salesforce.
• Professional verbal and written communication skills.

Responsibilities

• Provide excellent client service by educating clients on the bank’s service 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 promoting 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.

Benefits

• Benefits eligibility.
• Access to paid time off.
• Eligible to participate in the annual discretionary plan, with awards based on individual performance and behaviors, line-of-business or group performance and contributions, and overall company success.

What This Job Offers

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