Job Description: Show Business Overview Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill 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. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Join the Team We’re looking for the next generation of Wealth Management Client Associates (WMCA), who will be working with one or more of our 14,000 Professional Financial Advisors to provide service support for their teams and our clients. From day one, you’ll receive training from our award-winning Academy at Merrill, including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience. With demonstrated success, you’ll have the opportunity to advance into new roles, with unlimited opportunity to grow throughout the firm. Our Academy will support you with dedicated programs, tools and resources throughout your career journey. This role is an instrumental component of a successful practice. The WCMA builds strong and lasting relationships with clients and is often the most frequent point of contact on the advisory team. In the WMCA role, you will:
Education and/or Experience
Desired Skills
As a Wealth Management Client Associate, you can look forward to
We’ll help you
We’re a culture that
Please be advised that under current company policy, Merrill does not sponsor a visa petition or other work authorization, nor will the company provide relocation assistance, for this position. Note: Applicants for the WMCA role addition (Registered or Non-Registered), may also be hired and assigned to support Financial Advisors in Merrill’s Private Wealth Division, which services ultra-high-net worth clients Note to internal employees: This position is eligible for a $2,500 referral bonus through the MyRecruit program. To qualify, your referral must be fully licensed (Series 7, 66 or 63/65) at the time of hire. If your referral is unlicensed or partially licensed, you will qualify for a $1,500 bonus. Shift: 1st shift (United States of America) Hours Per Week: 37.5 Receive alerts for other Registered Wealth Management Client Associate job openings What does a client associate do at Merrill Lynch?What Do Registered Client Associates Do? Provide sales support to financial advisors. Process account service requests and ensure appropriate documentation. Leverage various communication channels to keep in touch with clients.
How much does a client associate make at Bank of America?How much does a Registered Client Associate make at Bank of America in the United States? Average Bank of America Registered Client Associate yearly pay in the United States is approximately $53,141, which is 9% below the national average.
Is Merrill Lynch a good job?Merrill Lynch is a great place to start your career and get your feet wet within the wealth management/financial advising route. They help you with prospecting tasks and learning tactics, but there is a minimum net worth for clients which makes acquiring clients very difficult.
How much does a CA make at Merrill Lynch?The estimated base pay is $74,667 per year. The estimated additional pay is $47,441 per year. Additional pay could include bonus, stock, commission, profit sharing or tips. The "Most Likely Range" represents values that exist within the 25th and 75th percentile of all pay data available for this role.
|