Registered Private Wealth Client Associate

Bank of America•Frederick, MD

3d•Onsite

About The Position

Merrill Wealth Management provides wealth management and investment products and services to individuals, companies, and institutions. The Registered Private Wealth Client Associate supports potentially multiple Financial Advisors by providing client service, advancing operational excellence, and advocating for clients. The associate is typically the most frequent Merrill point of contact for clients’ service needs and tailors solutions to the needs of the Financial Advisor’s business. The Orr Group is a Private Wealth Management team based in Frederick, Maryland, serving a select group of families and individuals navigating significant wealth. The team’s mission is to simplify clients’ wealth and lives so they can focus on personal and professional pursuits. The role is suited to a positive, energetic person who thrives in a collaborative team. Merrill emphasizes an in-office culture that supports collaboration, engagement, and career development, with flexibility based on role responsibilities and business needs. 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.
Advanced industry knowledge and understanding of investment products.
Enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results.
Client-centric mindset, acting in the client’s best interest.
Ability to learn and adapt to new information and technology platforms.
High school diploma, GED, secondary school qualification, or equivalent.
Professional verbal and written communication skills.

Nice To Haves

One year of professional or industry experience.
Bachelor’s degree.
Experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience.
Comfort operating in a fast-paced environment with changing and evolving responsibilities.
Detail oriented.
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.

Responsibilities

Provide excellent client service, including educating clients about 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 encouraging integration of banking into clients’ 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 demand, while maintaining a client-first mindset.