Registered Private Wealth Client Associate
Merrill Lynch - New York City, NY
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Job Description:Business OverviewMerrill 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.DescriptionThe 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 & 66 (63/65)). Fully paid or partially paid by the FA.Opportunity to work with a top-performing team in Private Wealth Management at One Bryant Park, NY. Client-facing role that involves direct interaction with Ultra-High-Net-Worth families. Interpersonal ease with clients, and the desire to work in a fast-paced environment, are required. Successful candidates will demonstrate a high level of self-motivation and the ability to take initiative.Required SkillsMinimum of 1+ years professional or relevant internship experience requiredSeries 7 & 66 or 63/65 licenses preferred; if hired without licenses, depending on the needs of the business, you may be required to obtain registrations within a specified timeframe if being hired into a registered job codeKnowledge of investment and banking products, policies & proceduresStrong client service & technical skills (MS Word & Excel)Strong communication, time management and organizational skillsDesired Skills Undergraduate DegreePlease 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).Job Band:H7Shift: 1st shift (United States of America)Hours Per Week:37.5Weekly Schedule:Referral Bonus Amount:0 --> Job Description:Business OverviewMerrill 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.DescriptionThe 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 & 66 (63/65)). Fully paid or partially paid by the FA.Opportunity to work with a top-performing team in Private Wealth Management at One Bryant Park, NY. Client-facing role that involves direct interaction with Ultra-High-Net-Worth families. Interpersonal ease with clients, and the desire to work in a fast-paced environment, are required. Successful candidates will demonstrate a high level of self-motivation and the ability to take initiative.Required SkillsMinimum of 1+ years professional or relevant internship experience requiredSeries 7 & 66 or 63/65 licenses preferred; if hired without licenses, depending on the needs of the business, you may be required to obtain registrations within a specified timeframe if being hired into a registered job codeKnowledge of investment and banking products, policies & proceduresStrong client service & technical skills (MS Word & Excel)Strong communication, time management and organizational skillsDesired Skills Undergraduate DegreePlease 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).Job Band:H7Shift: 1st shift (United States of America)Hours Per Week:37.5Weekly Schedule:Referral Bonus Amount:0 Job Description:Business OverviewMerrill 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.DescriptionThe 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 & 66 (63/65)). Fully paid or partially paid by the FA.Opportunity to work with a top-performing team in Private Wealth Management at One Bryant Park, NY. Client-facing role that involves direct interaction with Ultra-High-Net-Worth families. Interpersonal ease with clients, and the desire to work in a fast-paced environment, are required. Successful candidates will demonstrate a high level of self-motivation and the ability to take initiative.Required SkillsMinimum of 1+ years professional or relevant internship experience requiredSeries 7 & 66 or 63/65 licenses preferred; if hired without licenses, depending on the needs of the business, you may be required to obtain registrations within a specified timeframe if being hired into a registered job codeKnowledge of investment and banking products, policies & proceduresStrong client service & technical skills (MS Word & Excel)Strong communication, time management and organizational skillsDesired Skills Undergraduate DegreePlease 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
Created: 2021-11-29