Registered Client Associate
Company: Bank of America
Location: Santa Barbara
Posted on: February 8, 2020
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.
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. Fully registered CA (Series 7, 63, 65, & 66). Fully paid or
partially paid by the FA.
- Undergraduate degree preferred, Minimum of 1+ years
professional or relevant internship experience required.
- Series 7 & 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 &
procedures is required.
- Strong client service & technical skills (MS Word &
- Strong communication, time management and organizational skills
Please be advised that Merrill Lynch does not offer sponsorship for
visa petitions 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: Bank of America, Santa Barbara , Registered Client Associate, Other , Santa Barbara, California
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