accountingmanager | Registered Private Wealth Associate in Clifton Heights, PA

Registered Private Wealth Associate

  • Bank of America
  • $74,860.00 - 163,970.00 / Year *
  • 711 Secane Ave
  • Clifton Heights, PA 19018
  • Full-Time
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Business Overview

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.

Merrill Lynchs financial advisors help clients pursue the life they envision through a one-on-one relationship with an advisor committed to their needs. We believe trust comes from transparency. Our trusted financial advisors are equipped with access to the investment insights of Merrill Lynch coupled with the banking convenience of Bank of America.

Description

The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA's). This role is specific to PBIG and the CA who support Private Wealth Advisors. Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FA's. For 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.

In addition to helping manage the financial advisors practice, the Resident Director Assistant (RDA) assists the Resident Director in leading and managing an associate branch office. The RDA supports the Resident Director in building the office and office culture, influencing the adoption of and implementation of the Client Experience Standard, and leading and modeling risk and compliance activities.

The RDA role consists of various duties and responsibilities within the different core functional areas of office management, CA coordination, risk, onboarding, facility management, and Branch Service Associate (BSA). Each of these functional areas are of equal importance in helping the Resident Director manage the branch office. Thus the ability to efficiently manage time, communicate effectively, and work as a team player are critical to successfully fulfilling the role of a Resident Director.

Qualifications

Undergraduate degree preferred, Minimum of 1+ years professional or relevant internship experience required.

Series 7 & 63/65 or 66 registration preferred; if hired without licenses, depending on the needs of the business, you may be required to obtain registrations.

Knowledge of investment and banking products, policies & procedures is required.

Strong client service & technical skills (MS Word & Excel).

Strong communication, time management and organizational skills are required.?

Please be advised that under current company policy, Merrill Lynch does not sponsor a visa petition or other work authorization, nor will the company provide relocation assistance, for this position.

NOTE: In addition to any of the Client Associate roles (Registered, Partially Registered or Non-Registered), this position may be hired into any of the Private Wealth Associate roles (Registered, Partially Registered or Non-Registered).


Associated topics: banker, banking service, banking solution, client, collection analyst, commercial loan, loan review, mortgage, mortgage officer, sale


* The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.