Posted: Monday, December 18, 2017 12:07 AM
Job Description: Business Overview _Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals and businesses. With 10,869 Financial Advisors and 1.9 trillion in client balances as of December 31, 2015, Merrill Lynch is among the largest businesses of its kind in the world._ _Merrill Lynch Wealth Management specializes 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 a financial advisor committed to their needs an advisor with access to the investment insights of Merrill Lynch and 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 (FAs). Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FAs. 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, and 66) Qualifications Undergraduate degree preferred, Minimum of 1+ years professional or relevant internship experience required, Series 7 and 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 and procedures is required, Strong client service and technical skills (MS Word and 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). Posting Date : 03/07/2017 Location : US:NY:Smithtown Travel : No Full / Part:time : Full time Hours Per Week : 37.5 Shift : 1st shift Assistance for Applicants with Disabilities Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, the Applicants with Disabilities page at . Diversity and Inclusion At Bank of America, our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities around the world can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Frequently Asked Questions Need to know how online, view a list of your submitted job applications or reset your password? Visit our FAQ at section for answers to these questions and more.
• Location: Long Island, Smithtown
• Post ID: 150724997 longisland