Registered Wealth Management Client Associate

Bank of America • Northbrook, IL

24d • Onsite

About The Position

Merrill Wealth Management is a provider of wealth management and investment products and services, with a focus on goals-based financial planning and guidance. Its advisory teams combine Merrill investment insights with the banking convenience of Bank of America. Merrill emphasizes an in-office culture that supports collaboration, engagement, and career development, with flexibility based on role responsibilities and business needs.

The Registered Wealth Management Client Associate provides client service support to potentially multiple Financial Advisors (FAs). The associate supports strategic objectives, operational excellence, and client advocacy within the FA’s business, tailoring solutions to specific needs. The role serves as a frequent point of contact for clients’ service needs and supports day-to-day team activities.

The role is based at 1033 Skokie Blvd, Northbrook, Illinois, and is listed as first shift with 37.5 hours per week. Pay is $25.00–$45.00 per hour, with offers determined by experience, education, and skill set. The position is eligible for an annual discretionary incentive plan and benefits. Internal employees currently working from home may apply, but the selected candidate may be required to work onsite in accordance with 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. If not currently held, the licenses 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 intense focus on results.
• Demonstrate a client-centric mindset and act 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.
• The position is subject to FDIC and FINRA laws or regulations restricting or prohibiting the hiring of individuals with certain specified criminal history.

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 approach.
• 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 the bank’s offerings and promoting the incorporation 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.

Benefits

• Benefits eligible.
• Access to paid time off.
• Eligible to participate in an annual discretionary incentive plan, with awards based on individual performance and behavior, line of business and/or group performance and contributions, and overall company success.
• Resources and support for employees.

What This Job Offers

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