Sunday , September 24 2023

Merrill Lynch Careers – Registered Wealth Management Client Associate

Website Merrill Lynch

Job Description:

Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch wealth management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Job Responsibilities:

  • established clients, the CA will often serve as the most frequent point of contact with Merrill Lynch. Fully registered CA (Series 7, 63, 65, & 66). Fully paid or partially paid by the FA.
  • The role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs). Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FAs.

Job Requirements:

  • Strong communication, time management and organizational skills
  • Knowledge of investment and banking products, policies & procedures
  • Strong client service & technical skills (MS Word & Excel)
  • If Series 7 & 66 or 63/65 licenses are not currently held, must be obtained within a specified timeframe if being hired into a registered job code

Qualification & Experience:

  • Minimum of 1+ years professional or relevant internship experience required
  • Undergraduate Degree

Job Details:

Company: Merrill Lynch

Vacancy Type:  Full Time

Job Location: Norfolk, Virginia, US

Application Deadline: N/A

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