Libsysinc

Company Details

Client Associate-Private Wealth

Job ID

: 21692

Location

: San Francisco, CA, USA

Salary

: $80000 per year

Job Views

: 40

Posted

: 03-11-2019

Key Skills

Sales Support, Series 7 & 63/65 or 66

Job Description

Job description

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 Lynch’s 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). 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).

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.
  • Current or prior Merrill Lynch experience preferred but not 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.
What are the 3-4 non-negotiable requirements on this position?
Wealth Management/Banking experience Knowledge of investment and banking products, policies & procedures Strong communication, time management and organizational skills Initiative, taking ownership and problem solving Merrill Lynch does not sponsor a visa petition or other work authorization, nor will the company provide relocation assistance, for this position.
 
What are the nice-to-have skills?
Familiarity with Merrill Lynch/Bank of America products, policies & procedures is a plus. 7/66 licenses but if not registered, will be required within 300 days
Job Category
Sales
Employment Types
Full time
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