Registered Wealth Management Client Associate

Bank of America • Winter Park, FL

2d

About The Position

Merrill Wealth Management provides goals-based wealth management and investment products and services for individuals, companies, and institutions. Its Financial Advisors and Wealth Management Client Associates work with clients through personal advisory relationships, drawing on Merrill investment insights and Bank of America banking services.

The Registered Wealth Management Client Associate provides client service support to potentially multiple Financial Advisors. The role supports strategic and operational objectives, advocates for clients, and customizes solutions to the needs of the Financial Advisor’s business. The associate is often the primary Merrill contact for clients’ service needs. Merrill describes its culture as office-based, supporting collaboration, engagement, and career development, with flexibility based on role responsibilities and business needs.

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. If the licenses are not currently held, they must be obtained within a specified timeframe when hired into a registered job code.
• 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.

Nice To Haves

• 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.
• Professional verbal and written communication skills.

Responsibilities

• Provide excellent client service by 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 bank offerings and promoting banking in 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, with a client-first mindset.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed