Wealth Management Client Associate - RDA
Company: Disability Solutions
Location: Santa Barbara
Posted on: September 21, 2023
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Job Description:
Job Description:Merrill Wealth Management is a leading provider
of comprehensive wealth management and investment products and
services for individuals, companies, and institutions. Merrill
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's Financial Advisors
and Wealth Management Client Associates help clients pursue the
life they envision through a personal relationship with their
advisory team committed to their needs. We believe trust comes from
transparency. Our trusted advisory teams are equipped with access
to the investment insights of Merrill coupled with the banking
convenience of Bank of America.At Merrill, we empower you to bring
your whole self to work. We value diversity in our thoughts,
business, and within our employees and clients. Our Wealth
Management team represents an array of different backgrounds and
bring their unique perspectives, ideas and experiences, helping to
create a work community that is culture driven, resilient, results
focused and effective.DescriptionA dual role as a Resident
Director's Client Associate (CA) and an Administrative Assistant.
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.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.Required Skills:
Keywords: Disability Solutions, Santa Barbara , Wealth Management Client Associate - RDA, Executive , Santa Barbara, California
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