Wealth Management Client Associate
Company: Merrill
Location: Colorado Springs
Posted on: April 10, 2021
|
|
|
Job Description:
Job Description: Business Overview. 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. Description. 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 & 66 (63/65)). Fully paid or partially paid
by the FA. Required Skills: Minimum of 1+ years professional or
relevant internship experience required. If Series 7 & 66 or 63/65
licenses are not currently held, must be obtained within a
specified timeframe if being hired into a registered job code.
Knowledge of investment and banking products, policies &
procedures. Strong client service & technical skills (MS Word &
Excel). Strong communication, time management and organizational
skills. Desired Skills: Undergraduate Degree. 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). Shift: 1st shift (United States of
America). Hours Per Week: 37.5
Keywords: Merrill, Colorado Springs , Wealth Management Client Associate, Executive , Colorado Springs, Colorado
|
Click
here to apply!
|
Didn't find what you're looking for? Search again!
Other Executive JobsWeb Manager (Louisville,CO) Description: The Web Manager serves as an integral member of Naropa University s marketing team. Under the direction of Company: Naropa University Location: Louisville Posted on: 04/19/2021 Entry Level Management - Interview Today - Customer Service Description: We are hiring for individuals who have a background in either customer service, finance, or sales. If you are searching for a company that pays well, and takes care of all members, feel free to apply. (more...) Company: The AC Team of CA Location: Fountain Posted on: 04/19/2021 Licensed Health Insurance Agent - Cutting Edge Lead Management Platform Description: Assurance, a Prudential company, is hiring Under 65 Health Insurance Sales Agents in your city. If you're already a Licensed Insurance Agent have a Residential Insurance License, we want to hear from (more...) Company: ASSURANCE Independent Agents Location: Dacono Posted on: 04/19/2021 Salary in Colorado Springs, Colorado Area | More details for Colorado Springs, Colorado Jobs |Salary Commercial Lines Account Manager Description: Full Time br br About Patra br Patra is a leading provider of Technology-Enabled Services to the insurance industry. Patra's team of global experts allow brokers, MGAs, wholesalers and carriers (more...) Company: PATRA Location: Denver Posted on: 04/19/2021 Telecommute Credit Risk Director Description: An information technology company is searching for a person to fill their position for a Telecommute Company: VirtualVocations Location: Denver Posted on: 04/19/2021 Assistant Clinic Manager Description: Are you a natural leader who loves to inspire others to succeed Do you want to be part of a community of caregivers committed to helping people feel their best If the answer is yes, we want you on (more...) Company: Massage Envy Location: Englewood Posted on: 04/19/2021 Licensed Health Insurance Agent - Cutting Edge Lead Management Platform Description: Assurance, a Prudential company, is hiring Under 65 Health Insurance Sales Agents in your city. If you're already a Licensed Insurance Agent have a Residential Insurance License, we want to hear from (more...) Company: ASSURANCE Independent Agents Location: Milliken Posted on: 04/19/2021 Chief Information Security Officer Description: If you are a job seeker with a disability and require a reasonable accommodation to apply for one of our jobs, you will find the contact information to request the appropriate accommodation by visiting (more...) Company: Holland & Hart LLP Location: Denver Posted on: 04/19/2021 Remote Digital Project Management Producer Description: An interactive marketing firm has an open position for a Remote Digital Project Management Company: VirtualVocations Location: Lakewood Posted on: 04/19/2021 Business Development Manager Description: Business Development ManagerBTU Analytics is a team of curious, highly driven individuals who want to figure out the answers to the most complex questions in the energy industry.--Our business is to deliver (more...) Company: BTU Analytics, LLC Location: Denver Posted on: 04/19/2021 |
