Bank of America
Job Description:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. It specializes in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Our Financial Advisors and Wealth Management Client Associates help clients pursue their envisioned life through personal relationships and a commitment to their needs. We prioritize transparency and trust, providing access to Merrill's investment insights combined with Bank of America’s banking services. Merrill values an in-office culture with specific attendance requirements, offering flexibility based on role-specific considerations. We embrace diversity, encouraging employees to bring their whole selves to work. Our team's varied backgrounds and perspectives foster a culture that is driven, resilient, and results-oriented. Job Description:
This role supports the Financial Advisor team in developing and maintaining client relationships. Key responsibilities include acting as a primary contact for clients on non-administrative requests, supporting relationship management activities, and implementing the team's client service model. The role involves assisting with client meetings related to investment strategies, account performance, new products, and market developments to promote growth and client acquisition. This position requires SAFE Act registration, including background checks and registration processes, with non-compliance potentially leading to disciplinary action. Responsibilities:
Monitor all client actions to ensure high-quality service, provide timely updates, and report on client satisfaction. Participate in client review meetings to deepen relationships. Implement the team’s service model, engaging with specialists to address client needs. Manage client onboarding and resolve escalations. Assist in developing and monitoring client segmentation strategies. Skills:
Account Management Business Acumen Client Management Client Solutions Advisory Portfolio Management Referral Management Relationship Building Administrative Services Client Investment Management Customer Service Process Simplification Required Qualifications:
Series 7, 63/65 or 66, or equivalent; required to obtain state registrations. SAFE ACT Registration and ADV-2B compliance. Maintain at least one approved professional designation. Strong communication skills. Ability to collaborate and influence without authority. Highly organized with multitasking abilities. Thorough knowledge of Wealth Management products and services. Risk management skills and sound decision-making ability. Research skills for resolving client issues. Note: Hiring restrictions apply based on criminal history per FDIC and FINRA regulations. Minimum Education:
High School Diploma / GED / Secondary School or equivalent. Shift:
1st shift (United States). Hours Per Week:
40 hours. Pay Transparency:
Location: Newport Beach, CA. Salary range: $49,920 - $100,000 annually, based on experience and skills. Incentives are available as per the specific incentive plan, with performance-based earning potential. This role is benefits-eligible, offering industry-leading benefits, paid time off, and resources to support employee growth and community contribution.
#J-18808-Ljbffr
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. It specializes in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Our Financial Advisors and Wealth Management Client Associates help clients pursue their envisioned life through personal relationships and a commitment to their needs. We prioritize transparency and trust, providing access to Merrill's investment insights combined with Bank of America’s banking services. Merrill values an in-office culture with specific attendance requirements, offering flexibility based on role-specific considerations. We embrace diversity, encouraging employees to bring their whole selves to work. Our team's varied backgrounds and perspectives foster a culture that is driven, resilient, and results-oriented. Job Description:
This role supports the Financial Advisor team in developing and maintaining client relationships. Key responsibilities include acting as a primary contact for clients on non-administrative requests, supporting relationship management activities, and implementing the team's client service model. The role involves assisting with client meetings related to investment strategies, account performance, new products, and market developments to promote growth and client acquisition. This position requires SAFE Act registration, including background checks and registration processes, with non-compliance potentially leading to disciplinary action. Responsibilities:
Monitor all client actions to ensure high-quality service, provide timely updates, and report on client satisfaction. Participate in client review meetings to deepen relationships. Implement the team’s service model, engaging with specialists to address client needs. Manage client onboarding and resolve escalations. Assist in developing and monitoring client segmentation strategies. Skills:
Account Management Business Acumen Client Management Client Solutions Advisory Portfolio Management Referral Management Relationship Building Administrative Services Client Investment Management Customer Service Process Simplification Required Qualifications:
Series 7, 63/65 or 66, or equivalent; required to obtain state registrations. SAFE ACT Registration and ADV-2B compliance. Maintain at least one approved professional designation. Strong communication skills. Ability to collaborate and influence without authority. Highly organized with multitasking abilities. Thorough knowledge of Wealth Management products and services. Risk management skills and sound decision-making ability. Research skills for resolving client issues. Note: Hiring restrictions apply based on criminal history per FDIC and FINRA regulations. Minimum Education:
High School Diploma / GED / Secondary School or equivalent. Shift:
1st shift (United States). Hours Per Week:
40 hours. Pay Transparency:
Location: Newport Beach, CA. Salary range: $49,920 - $100,000 annually, based on experience and skills. Incentives are available as per the specific incentive plan, with performance-based earning potential. This role is benefits-eligible, offering industry-leading benefits, paid time off, and resources to support employee growth and community contribution.
#J-18808-Ljbffr