Registered Wealth Management Client Associate

$50,000 - $65,000 yearly
  • The Resume Review - Recruiting Department
  • Northbrook, IL, USA
  • Oct 06, 2021
Full time Accounting Finance

Job Description

Description
The Wealth Management 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 Wealth Management CA (Series 7 & 66 (63/65)). Fully paid or partially paid by the FA.
 
Required Skills:

  • Minimum of 1+ year’s professional or relevant internship experience
  • If Series 7 and 66 licenses or Series 7, 63 and 65 licenses are not currently held, must be obtained within a specified timeframe if being hired into a registered job code
  • Knowledge of investment and banking products, policies & procedures
  • Strong client service & technical skills (MS Word & Excel)
  • Strong communication, time management, and organizational skills 

 
Desired Skills:

  • Undergraduate degree
  • Seeking a detailed oriented, highly motivated individual who enjoys multi-tasking within a fast-paced environment
  •  The candidate should respond well to changing and evolving job duties and expectations.
  • Strong technological skills are desired

 
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).