AshevilleRecruiter Since 2001
the smart solution for Asheville jobs

Registered Wealth Management Client Associate

Company: Merrill
Location: Hendersonville
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 Wealth Management 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 Wealth Management CA (Series 7 & 66 (63/65)). Fully paid or partially paid by the FA. Required Skills: Minimum of 1+ year's professional or relevant internship experience. If Series 7 and 66 licenses or Series 7, 63 and 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. Seeking a detailed oriented, highly motivated individual who enjoys multi-tasking within a fast-paced environment. The candidate should respond well to changing and evolving job duties and expectations. Strong technological skills are desired. 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, Asheville , Registered Wealth Management Client Associate, Executive , Hendersonville, North Carolina

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Executive Jobs


P&C Transformation Manager
Description: P C Transformation ManagerLocation: Remote but Local to Knoxville MarketDuration: 12 MonthsNotes:Global Sr Level RoleIndependent roleSupporting business reorganization requirements/recommendationsManaging (more...)
Company: Loginsoft Consulting Inc
Location: Knoxville
Posted on: 04/16/2021

Shift Manager - Store 37608 - Knoxville
Description: Hiring: Delivery Driver br Location: 212 Cedar Ln Knoxville, TN 37912-3507 br Pay: Earn up to 15- 20/hour - We offer DailyPay br Earn an additional 500 Retention Bonus for up to 500 (more...)
Company: Pizza Hut
Location: Rockford
Posted on: 04/16/2021

Restaurant Shift Manager ($12 - $14/hour)
Description: SHIFT MANAGER In a world full of quick service options, Arby s is seeking to be different and better. We want to be different for our customers and different for our employees. When you work at Arby (more...)
Company: Arbys
Location: Maryville
Posted on: 04/16/2021


Construction Manager
Description: JOB SUMMARY br Manage RDOF construction efforts of in-house and contract labor for new construction, maintenance and rebuild projects. Responsible for safety and quality of work performed within the (more...)
Company: SPECTRUM
Location: Seymour
Posted on: 04/16/2021

Restaurant Line Manager - Urgent Hiring!
Description: SHIFT MANAGER In a world full of quick service options, Arby s is seeking to be different and better. We want to be different for our customers and different for our employees. When you work at Arby (more...)
Company: Arbys
Location: Maryville
Posted on: 04/16/2021

Shift Manager - Store 37623 - Knoxville
Description: Hiring: Delivery Driver br Location: 7017 Kingston Pike Knoxville, TN 37919-5706 br Pay: Earn up to 15- 20/hour - We offer DailyPay br Earn an additional 500 Retention Bonus for up (more...)
Company: Pizza Hut
Location: Knoxville
Posted on: 04/16/2021

General Manager
Description: If you are you an energetic and highly motivated restaurant management professional with a desire to advance with Americas Fastest Growing Chicken Chain ,there could be an opportunity for you BOJ of (more...)
Company: Bojangles of WNC - TN
Location: Pigeon Forge
Posted on: 04/16/2021

Physician - Administration - Emergency Medicine - Emergency Medicine Medical Director
Description: Description :TeamHealth has an excellent leadership opportunity for a full-time Facility Medical Director to lead our emergency department ED team at Baptist Health Corbin located in Corbin, Kentucky. (more...)
Company: TeamHealth
Location: Corbin
Posted on: 04/16/2021

Shift Manager - Store 37596 - Alcoa
Description: Hiring: Delivery Driver br Location: 375 Hannum St Alcoa, TN 37701-2452 br Pay: Earn up to 15- 20/hour - We offer DailyPay br Earn an additional 500 Retention Bonus for up to 500 hours (more...)
Company: Pizza Hut
Location: Friendsville
Posted on: 04/16/2021

Restaurant Assistant Manager
Description: In a world full of quick service options, Arby s is seeking to be different and better. We want to be different for our customers and different for our employees. When you work at Arby s, it will be (more...)
Company: Arbys
Location: Maryville
Posted on: 04/16/2021

Log In or Create An Account

Get the latest North Carolina jobs by following @recnetNC on Twitter!

Asheville RSS job feeds