Registered Wealth Management Client Associate

Bank of America • Dearborn, IN

4d • Onsite

About The Position

Merrill Wealth Management provides goals-based wealth management, investment products, and services to individuals, companies, and institutions. Financial Advisors and Wealth Management Client Associates work in advisory teams that help clients pursue their financial and life goals, supported by 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 enterprise strategic objectives, operational excellence, and client advocacy within the Financial Advisors’ practices, tailoring solutions to their needs. The associate serves as a frequent point of contact for clients’ service needs and supports day-to-day team activities. Merrill describes its work environment as office-based, with flexibility appropriate to role 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 the licenses are not currently held, they must be obtained within a specified timeframe if 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 clients’ best interests.
• Have the ability to learn and adapt to new information and technology platforms.
• Have a high school diploma, GED, secondary school qualification, 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 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 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 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.

What This Job Offers

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