Wealth Management Client Associate Client Solutions

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. 

Responsibilities + Skills

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Education

Oral CommunicationsBusiness DevelopmentClient Solutions AdvisoryPipeline ManagementPrioritizationAdministrative ServicesEmotional Intelligence

Experience

Job Summary

  • Published on: Friday, 26th July 2024
  • Designation: Wealth Management
  • industry: Miscellaneous
  • Vacancy: 1
  • Employment Status: Full-time
  • Job Location: Austin
  • Salary: 0
  • Gender:
  • Application Deadline: Friday, 26th July 2024

About the Company

  • Company Name: Bank of America.
  • Address:
  • Website: http://bofa.com
  • Company Profile:
  • Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company serves approximately 56 million U.S. consumer and small business relationships. It is among the world's leading wealth management companies and is a global leader in corporate and investment banking and trading.

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