Wealth Management Client Associate

Bank of America • Henderson, NV

3d • $25 - $44 • Onsite

About The Position

Merrill Wealth Management provides comprehensive wealth management and investment products and services for individuals, companies, and institutions. Its goals-based wealth management approach includes planning for retirement, education, legacy, and other life goals through investment advice and guidance. Financial Advisors and Wealth Management Client Associates support clients through a personal relationship with their advisory team, combining Merrill investment insights with the banking convenience of Bank of America.

The Wealth Management Client Associate provides client service support to potentially multiple Financial Advisors. The role supports strategic objectives, operational excellence, and client advocacy within the Financial Advisor’s business, tailoring solutions to specific needs. The associate is often the most frequent Merrill point of contact for clients’ service needs. Merrill describes its work culture as office-based, with role-specific flexibility based on responsibilities and business needs. Internal employees currently working from home may apply but could be required to work onsite if selected.

This position is based at 450 N Stephanie St, Henderson, Nevada, and is a first-shift role scheduled for 37.5 hours per week. The stated hourly pay range is $25.00–$44.00, with offers determined by experience, education, and skill set. The role is eligible for an annual discretionary incentive plan and benefits, including access to paid time off.

Requirements

• High school diploma, GED, secondary school, or equivalent.
• Enthusiastic, highly motivated self-starter with a strong work ethic and a strong 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

• Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66; Series 63 and 65 are accepted in lieu of Series 66.
• Industry knowledge and understanding of investment products.
• 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 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 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 banking in clients’ day-to-day practices; communicate outcomes 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.

Benefits

• Benefits eligibility.
• Access to paid time off.
• Eligibility to participate in an annual discretionary incentive plan, with awards based on individual performance and behaviors, line-of-business and/or group performance and contributions, and company success.
• Industry-leading benefits, resources, and support for employees.

What This Job Offers

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