Merrill Wealth Management Client Associate – Advisor Development Program: San Francisco Market
Role Overview
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.
Merrill is committed to an in-office culture that supports collaboration, engagement, and career development.
Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Merrill, we empower you to bring your whole self to work.
We value the unique perspectives in our thoughts, business, and within our employees and clients.
Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor.
Key Skills for This Role
Full Job Posting
Required Qualifications:
- Displays confidence working as a self-starter in a sales role
- Builds strong client relationships through effective communication and collaboration
- Displays a proactive mindset and effective time management
- Demonstrates a results-driven growth mindset and prioritizes client interests
- Identifies appropriate client solutions through application of learnings and new information
- Exceptional interpersonal and relationship building skills
- Effective communication skills (written and verbal)
- Proven ability to quickly build trust and credibility
- Proven ability to assess needs of and recommend appropriate solutions
- Proven ability to work both collaboratively on a team with key partners and independently
- Proven ability to listen and probe for clarity and understanding
- Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking
- Strong follow-through skills
- Computer/technical literacy and proficiency in applications such as Microsoft Suite
- Account Management
- Client Management
- Customer and Client Focus
- Issue Management
- Oral Communications
- Business Development
- Client Solutions Advisory
- Pipeline Management
- Prioritization
- Trade Operations Management
- Administrative Services
- Client Investments Management
- Emotional Intelligence
- Referral Identification
- Written Communications
- Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
- This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; and FINRA.
- 1st shift (United States of America)
- 5
- Pay Transparency details
- US - CA - San Francisco - 555 California St - Bofa Center - 555 California (CA5705)
- Pay and benefits information
- Pay range
- $35.90 - $35.90 hourly pay, offers to be determined based on experience, education and skill set.
- Predictable pay
- This role is compensated with a base salary and is not incentive eligible.
Desired Qualifications:
- Bachelor’s degree and/or a minimum of one year of work experience·
- Learns and adapts to new technology or applications·
- Executes multiple tasks simultaneously
- Partners with Financial Advisors, Client Relationship Managers, and Market Supervision Managers on all aspects of client servicing, risk, investments, and banking products, while receiving appropriate guidance and escalating issues as needed·
- Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings·
- Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests·
- Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk·
- Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA·
- Performs general business growth support functions aligned to the role of the Client Associate or Wealth Management Client Associate, providing business development, investment solutions, and/or business management support to multiple FAs
Job Responsibilities:
- Partners with Financial Advisors, Client Relationship Managers, and Market Supervision Managers on all aspects of client servicing, risk, investments, and banking products, while receiving appropriate guidance and escalating issues as needed·
- Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings·
- Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests·
- Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk·
- Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA·
- Performs general business growth support functions aligned to the role of the Client Associate or Wealth Management Client Associate, providing business development, investment solutions, and/or business management support to multiple FAs
Skills:
- Account Management
- Client Management
- Customer and Client Focus
- Issue Management
- Oral Communications
- Business Development
- Client Solutions Advisory
- Pipeline Management
- Prioritization
- Trade Operations Management
- Administrative Services
- Client Investments Management
- Emotional Intelligence
- Referral Identification
- Written Communications
- Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
- This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; and FINRA.
- Shift:
- 1st shift (United States of America)
- Hours Per Week:
- 37.5
- Pay Transparency details
- US - CA - San Francisco - 555 California St - Bofa Center - 555 California (CA5705)
- Pay and benefits information
- Pay range
- $35.90 - $35.90 hourly pay, offers to be determined based on experience, education and skill set.
- Predictable pay
- This role is compensated with a base salary and is not incentive eligible.
- Benefits
- This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
About Bank of America
Provides global banking, investing, and financial risk management services.
Visit company websiteJobs and hiring trendsApply for this job in 1 click
Skip the repetitive application forms
Install the Base Career Chrome Extension and autofill job applications across major job boards with your profile.
Trusted by over 500,000 job seekers on Base Career
More from this employer
More jobs at Bank of America
Business Banking Relationship Manager - Chicago Metro
Chicago, USA
Treasury Sales Associate I - Global Payment Solutions - Healthcare, Higher Education and Not for Profit
New York City, USA
Financial Solutions Advisor Registration Candidate- Seattle Market
Seattle, USA
GWIM Sr. Operations Rep
New York City, USA
Quantitative Finance Analyst
New York City, USA
Product Associate - Business Finance Control
New York City, USA
Capital Markets Sales Desk Specialist
New York City, USA
Business Banking Relationship Manager - Chicago Metro
Chicago, USA
Treasury Sales Associate I - Global Payment Solutions - Healthcare, Higher Education and Not for Profit
New York City, USA
Financial Solutions Advisor Registration Candidate- Seattle Market
Seattle, USA
Credit Officer II - Asset Based Finance
Chicago, USA