CharlestonRecruiter Since 2001
the smart solution for Charleston jobs

Registered Wealth Management Client Associate

Company: Merrill
Location: Charleston
Posted on: April 10, 2021

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 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). Shift: 1st shift (United States of America). Hours Per Week: 37.5

Keywords: Merrill, Charleston , Registered Wealth Management Client Associate, Executive , Charleston, South Carolina

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Executive Jobs


Salon Manager - Island Crossing
Description: Salon Manager Got shears and a winning attitude Have a yearning to earn and a desire to hire and support other stylists Then let's talk Maybe you're a stylist who wants more responsibility,
Company: Great Clips
Location: Tybee Island
Posted on: 04/14/2021

Salon Manager - The Shops at 2201
Description: Salon Manager Got shears and a winning attitude Have a yearning to earn and a desire to hire and support other stylists Then let's talk Maybe you're a stylist who wants more responsibility,
Company: Great Clips
Location: Pooler
Posted on: 04/14/2021

Executive Team Leader Assets Protection (LP Manager) - Hilton Head, SC
Description: ALL ABOUT TARGETAs part of our collaborative
Company: Target
Location: Bluffton
Posted on: 04/14/2021


Salon Manager - Shoppes at Centre Point
Description: Salon Manager Got shears and a winning attitude Have a yearning to earn and a desire to hire and support other stylists Then let's talk Maybe you're a stylist who wants more responsibility,
Company: Great Clips
Location: North Charleston
Posted on: 04/14/2021

On-site property manager (couples welcome) needed for motel in Jesup, GA
Description: On-site property manager couples welcome needed for motel in Jesup, Georgia. Candidate MUST have: Recent management experience
Company: Jesup Hotel
Location: Hinesville
Posted on: 04/14/2021

Assistant Salon Manager - Village Pointe
Description: Assistant Salon Manager Got shears and a winning attitude Have a yearning to earn and a desire to support other stylists Then let--s talk Maybe you--re a stylist who wants more
Company: Great Clips
Location: Johns Island
Posted on: 04/14/2021

Domino's General Manager in Training - (Daniel Island) - Earn btw $10-15 per hour FIRST YEAR (8775)
Description: ABOUT THE JOB You were born to be the boss. We know. You get up in the morning and you make sure everyone else in the house is doing what they need to do. Then you go to work and you make sure that everyone (more...)
Company: Domino's
Location: Sullivans Island
Posted on: 04/14/2021

Environmental Services Assistant Manager
Description: Environmental Services Assistant ManagerUS-GA-METTERRequisition ID: 2021-160441Shift: Day Shifts Night ShiftsOverviewHealthcare Services Group HCSG services thousands of accounts nationwide and is (more...)
Company: Healthcare Services Group, Inc.
Location: Metter
Posted on: 04/14/2021

Assistant Salon Manager - Twelve Oaks
Description: Assistant Salon Manager Got shears and a winning attitude Have a yearning to earn and a desire to support other stylists Then let--s talk Maybe you--re a stylist who wants more
Company: Great Clips
Location: Savannah
Posted on: 04/14/2021

Salon Manager - Chatham Plaza
Description: Salon Manager Got shears and a winning attitude Have a yearning to earn and a desire to hire and support other stylists Then let's talk Maybe you're a stylist who wants more responsibility,
Company: Great Clips
Location: Richmond Hill
Posted on: 04/14/2021

Log In or Create An Account

Get the latest South Carolina jobs by following @recnetSC on Twitter!

Charleston RSS job feeds