Registered Private Wealth Client Associate

Bank of America•Frederick, CO

1d•$28 - $45•Onsite

About The Position

Merrill Wealth Management provides wealth management and investment products and services to individuals, companies, and institutions. It specializes in goals-based wealth management, including advice and guidance for retirement, education, legacy, and other life goals. Merrill’s Financial Advisors and Wealth Management Client Associates work with clients through personal advisory relationships, supported by Merrill investment insights and Bank of America banking services. The Registered Private Wealth Client Associate provides client service support to potentially multiple Financial Advisors, supporting strategic objectives, operational excellence, and client advocacy while tailoring solutions to the advisors’ needs. The associate is expected to be a frequent point of contact for clients’ service needs. 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 life so they can focus on personal and professional pursuits. The role calls for a positive, energetic team member who works collaboratively. Merrill describes its culture as committed to in-office work that supports collaboration, engagement, and career development, with flexibility based on role responsibilities and business needs. Internal employees currently working from home may apply, but selected candidates may be required to work onsite in accordance with the workplace excellence policy. The position is first shift and is listed at 37.5 hours per week. The hourly pay range is $28.00–$45.00, with offers determined by experience, education, and skill set. The role is eligible for an annual discretionary incentive award and is currently benefits eligible.

Requirements

Currently hold FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 licenses; Series 63 and 65 are accepted in lieu of Series 66.
Advanced industry knowledge and an understanding of investment products.
Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results.
Client-centric mindset and commitment to acting in the client’s best interest.
Ability to learn and adapt to new information and technology platforms.
High school diploma, GED, secondary school, or equivalent is the minimum education requirement.

Nice To Haves

One year of professional or industry experience.
Bachelor’s degree.
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.
Detail-oriented approach.
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.
Skills in account management, client management, customer and client focus, issue management, oral communications, business development, client solutions advisory, pipeline management, prioritization, administrative services, emotional intelligence, referral identification, and written communications.

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 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 need, while maintaining a client-first mindset.